Personal Financial Counselor - Aurora, CO

About the role

This position provides personal financial services at assigned military installations. It includes counseling and managing financial services for military service members and their families.

Responsibilities

• Provide one-on-one counseling and consultations with commanders or other providers.
• Conduct briefings and presentations on financial matters relevant to military service members and families.
• Develop and distribute informational financial materials to service members and families.
• Coordinate and publicize various Personal Financial Management classes and 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 sessions.
• Participate in in-services/training and other contract activities as assigned.

Requirements

• Bachelor's degree required, or an associate degree plus 4 years' experience in lieu of a bachelor's degree.
• 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.
• Pass a favorably adjudicated Tier 2 investigation.
• Obtain one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

Qualifications

• Must be able to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.

Skills

N/A

Benefits

N/A

Pay

$58,440 - $93,500

Schedule

N/A