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 program scope and needs are met.
• Directly provide personal financial counseling and management services to service members and their 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 various 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.

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, 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

• Education - Required: Bachelor's degree; Preferred: Bachelor's Education.
• Experience - Required: Financial Counseling Work Experience; Preferred: None.

Skills

• Effective utilization of virtual counseling or other electronic modes of communication.
• Communication and coordination skills.
• Ability to manage duty to warn situations.
• Knowledge of DoD protocols and regulations.

Benefits

Comprehensive benefits package including health, life, voluntary, and other benefits and perks.

Short-term incentives may also be offered.