Personal Financial Counselor - Memphis, TN

About the role

Our organization works with partner companies to source qualified talent for their open roles, focusing on Veterans, transitioning military, National Guard and Reserve members, military spouses, wounded warriors, and their caregivers. This on‑site position is located in Memphis, TN and provides personal financial services at assigned military installations, delivering the full breadth of personal financial counseling to service members and their families.

Responsibilities

• Provide one‑on‑one financial counseling.
• Consult with commanders or other providers/staff.
• Conduct briefings and presentations.
• Provide referral resources outside counseling sessions.
• Work closely with installation and military branch Points of Contact (POC) to ensure program scope meets installation needs.
• 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 for service members and families.
• Coordinate, publicize, and deliver a wide variety of Personal Financial Management classes/workshops (e.g., arrival at first duty station, pre‑ and post‑deployment, personal and career events per DoDI 1322.34).
• Respond to requests for age‑appropriate classes or seminars.
• Manage duty‑to‑warn situations according to DoD protocol.
• Communicate with leadership and participate in regular individual and group supervision, sharing trends and issues.
• Participate in regular in‑services/training, quality improvement committees, or other contract activities as assigned.
• Perform other duties as assigned.

Requirements

• Minimum education: High School/GED.
• Bachelor’s degree required; may consider an associate degree plus 4 years’ experience or a high school diploma plus 6 years’ experience in lieu of a bachelor’s.
• 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.

Qualifications

• Must hold one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CF