Personal Financial Counselor - Spokane, WA

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, consultations, briefings, and presentations.
• Develop and distribute financial materials to service members and families.
• Coordinate and publicize various financial management classes and workshops.
• Respond to requests for age-appropriate classes or seminars.
• Utilize virtual counseling or other electronic modes of communication.
• Manage duty to warn situations according to DoD protocol.
• Communicate with leadership and participate in supervision and training.

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, bilingual in English and Spanish.
• Ability to obtain a favorably adjudicated Tier 2 investigation.
• One of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

Qualifications

• Must be fluent in English.

Skills

• Effective communication skills.
• Ability to work independently and as part of a team.
• Knowledge of military lifecycle events.

Benefits

The position offers a comprehensive benefits package, including health, life, voluntary, and other benefits and perks designed to enhance physical, mental, emotional, and financial wellbeing.

Pay

$58,440 - $93,500 annually.

Schedule

Not specified.