Personal Financial Counselor; Assignment Ready Counselor- Ohio

About the role

This position will provide coverage in short-term, surge and on demand situations resulting from the Military needs such as a post-deployment event or to cover an existing assignment for counselors who are absent.

Responsibilities

• Provide the full breadth of personal financial counseling services to military service members and their families at military installations
• Deliver services including education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session
• Work closely with the installation and military branch Points of Contact (POC) to assure that the program is provided within scope and meets the needs of the installation
• Provide personal financial counseling and management services directly to service members and their families
• Assist 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 wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34
• Respond to requests for age-appropriate classes or seminars
• Effectively utilize virtual counseling or other electronic modes of communication, such as web based, secure online chat, or video-based communications and secure video teleconference sponsored by the customer (virtual PFC support may only be authorized by OSD FINRED Program office)
• Manage duty to warn situations according to Department of Defense (DoD) protocol
• Communicate with leadership and participate in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned
• Participate in regular in-services/training, quality improvement committees or other contract activities as assigned/appropriate
• Perform all other duties as assigned

Requirements

• Bachelor's degree required (may consider applicants with an associate degree plus 4 years' experience in lieu of bachelor's degree; may consider applicants with a high school diploma plus 6 years' experience in lieu of a bachelor's degree)
• 3+ years of financial counseling experience
• Must be a U.S. citizen and speak fluent English
• If required by the contract, must be bilingual in English and Spanish
• Must be able to obtain a favorably adjudicated Tier 2 investigation
• Must be able to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process

Certifications

• Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)

Pay

Salary Minimum $58,440 - Salary Maximum $93,500. This position may be eligible for short-term incentives as well as a comprehensive benefits package.