Onsite Personal Financial Counselor

Posted yesterday

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About the role

  • Personal Financial Counselor delivering financial counseling to military service members and families. Conducting workshops, briefings and creating financial education resources at military installations.

Responsibilities

  • Provide personal financial counseling services to military service members and their families
  • Conduct briefings and presentations on personal finance topics
  • Develop and provide financial materials for service members and families
  • Coordinate and facilitate personal financial management classes/workshops
  • Assist service members in establishing spending plans for extended absences

Requirements

  • Bachelor's degree required
  • 3+ years of financial counseling experience
  • Must be a U.S. citizen and speak fluent English
  • Bilingual in English and Spanish preferred
  • Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)

Benefits

  • Health insurance
  • Life insurance
  • Paid time off
  • Professional development opportunities
  • Comprehensive benefits package

Job title

Personal Financial Counselor

Job type

Experience level

Mid levelSenior

Salary

$58,440 - $93,500 per year

Degree requirement

Bachelor's Degree

Location requirements

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