Prepare for financial counseling sessions by scheduling, preparing budgets, reviewing case notes, etc.
Educate service members, spouses, and/or caregivers on money management techniques to achieve long-term stability.
Develop a feasible action plan, elaborating on short and long-term financial goals.
Educate service members and their families on market standards for monthly expenses, incorporating a discussion on associated expenses.
Discuss methods to increase income, reduce expenses, and reduce/consolidate creditors.
Explore pros and cons of financial actions (i.e. bankruptcy, loan modifications, debt management programs, etc.).
Discuss credit, finance charges, interest rates, and encourage reduction in debt.
Develop financial education curriculum and conduct trainings, workshops, & webinars on various personal finance topics for service members and their families.
Perform other duties as assigned.

Bachelor’s degree in finance, Accounting, Economics, Business, or related field
At least 2 years of experience providing financial counseling or education
Experience with developing personal financial management strategies
Demonstrates an action orientation toward identifying challenges, establishing priorities, and implementing viable solutions
Accredited Financial Consultant (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC) strongly preferred.
MS Office Programs (Word, Excel, Outlook)
Valid driver’s license.
Acceptable MVR (annual)
Criminal background check

General office and sedentary.
Use of personal computing equipment, telephone, multi-functioning printer and calculator.
Ability to travel to and from meetings, training sessions or other business-related events.
May be required to work after hours to include weekends and holidays.

Operation Homefront

Open Positions (1)