Personal Financial Counselor- Assignment Ready Counselor, Illinois

Primary Responsibilities

• Provide coverage in short-term, surge and on-demand situations resulting from Military needs.
• Offer full breadth of personal financial counseling services to military service members and their families at military installations.
• Address financial services through one-on-one counseling, consultations, briefings, and presentations.
• Work closely with installation and military branch Points of Contact to ensure the program meets scope and installation needs.
• Directly provide personal financial counseling and management services to service members and families.
• Aid service members in establishing a spending plan for extended absences.
• Develop and make available informational financial materials to service members and families.
• Coordinate, publicize, and provide a variety of Personal Financial Management classes/workshops.
• Respond to requests for age-appropriate classes or seminars.
• Utilize virtual counseling or other electronic modes of communication as needed.
• Manage duty to warn situations according to DoD protocol.
• Communicate with leadership and participate in regular supervision and training.
• Participate in in-services/training, quality improvement committees, or other contract activities as assigned.

Requirements

• Bachelor's degree required, or an associate degree plus 4 years' experience, or a high school diploma plus 6 years' experience in lieu of a bachelor's degree.
• 3+ years of financial counseling experience.
• U.S. citizenship and fluency in English.
• If required by the contract, must be bilingual in English and Spanish.
• Ability to obtain a favorably adjudicated Tier 2 investigation.
• Pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
• One of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

Qualifications

• Required: Financial Counseling Work Experience.
• Preferred: Bachelor's Education.
• License and Certifications: AFC, CFP, ChFC, DL (Valid In State).

Skills

• Effective utilization of virtual counseling or other electronic modes of communication.
• Communication and coordination skills.
• Ability to manage duty to warn situations.
• Leadership and supervisory skills.

Benefits

The position is eligible for short-term incentives and a comprehensive benefits package, including health, life, voluntary, and other benefits and perks.