Demonstrates expertise in personal financial counseling and management for military service members and their families, with a strong ability to conduct workshops, briefings, and one-on-one consultations. Proficient in utilizing secure communication methods and managing duty-to-warn situations in accordance with Department of Defense protocols.

Highest-signal resume keywords

Financial Counseling ExperienceAccredited Financial Counselor (AFC)Certified Financial Planner (CFP)Chartered Financial Consultant (ChFC)Bilingual in English and Spanish

About the role

Key responsibilities & impact

Provide coverage in short-term, surge, and on-demand situations arising from military needs
Provide personal financial counseling and management services to military service members and their families
Deliver one-on-one counseling and consultations with commanders, providers, staff, and other stakeholders
Conduct briefings, presentations, classes, seminars, and Personal Financial Management workshops
Provide referral resources outside counseling sessions
Assist service members in establishing spending plans for extended absences
Develop and distribute informational financial materials
Coordinate and publicize financial management classes and workshops across the military lifecycle
Utilize virtual counseling and secure electronic communication methods when authorized
Manage duty-to-warn situations according to Department of Defense protocol
Communicate with leadership and participate in individual and group supervision
Share trends and issues affecting assigned installations
Participate in in-services, training, quality improvement committees, and other contract activities
Work with installation and military branch Points of Contact to ensure the program meets installation needs
Perform other duties as assigned

Requirements

What you’ll need

Bachelor's degree required
May consider an associate degree plus 4 years' experience in lieu of bachelor's degree
May consider a high school diploma plus 6 years' experience in lieu of bachelor's degree
3+ years of financial counseling experience
Must be a U.S. citizen
Must speak fluent English
If required by the contract, must be bilingual in English and Spanish
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

Benefits

Comp & perks

Short-term incentives may be available
Comprehensive benefits package
Health benefits
Life benefits
Voluntary benefits
Other benefits and perks supporting physical, mental, emotional and financial wellbeing
Tobacco-free workplace

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Personal Financial CounselingFinancial Management WorkshopsSpending Plan DevelopmentBriefing and Presentation SkillsVirtual Counseling Techniques

Soft Skills

Communication with LeadershipCollaboration with StakeholdersSupervision Participation

Tools & Technologies

Secure Electronic Communication Methods

Certifications & Qualifications

Accredited Financial Counselor (AFC)Certified Financial Planner (CFP)Chartered Financial Consultant (ChFC)

Industry Keywords

Military Financial ManagementDepartment of Defense ProtocolOrganizational Conflicts of Interest (OCI)Quality Improvement Committees