Personal Financial Counselor - San Angelo, TX

About the role

This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations.

Responsibilities

• 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 across the military lifecycle, including but not limited to arrival at first duty station, pre- and post-deployment, and personal and career events
• 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
• 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
• Work closely with the installation and military branch Points of Contact (POC) to assure the program is providing within scope and meets the needs of the installation
• Perform all other duties as assigned

Qualifications

• Bachelor's degree required (associate degree plus 4 years' experience or high school diploma plus 6 years' experience may be considered in lieu)
• 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
• Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)
• Valid in-state driver's license