Personal Financial Counselor, PFC - Newburgh, NY

About the role

ATTENTION MILITARY AFFILIATED JOB SEEKERS - Our organization works with partner companies to source qualified talent for their open roles. The following position is available to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers. Unless specifically stated otherwise, this role is "On-Site" at the location detailed in the job post. This position will provide personal financial services at assigned military installations.

Responsibilities

• Provide the full breadth of personal financial counseling services to military service members and their families at military installations.
• Offer education and counseling addressing financial services, including one-on-one counseling, consultation with a commander or another provider or staff, conducting briefings and presentations, and providing referral resources outside counseling sessions.
• Work closely with installation and military branch Points of Contact (POC)