Provide coverage in short-term, surge and on-demand situations
Full breadth of personal financial counseling services to military service members and their families
One-on-one counseling, consultation with commanders, conducting briefings and presentations
Develop and provide informational financial materials to service members and families
Coordinate and provide various Personal Financial Management classes/workshops
Utilize virtual counseling or other electronic modes of communication
Manage duty to warn situations according to DoD protocol
Participate in regular supervision and training

Bachelor's degree required
May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor's degree
May consider applicants with a high school diploma plus 6 years' experience in lieu of a bachelor's degree
5+ 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
Be able to obtain a favorably adjudicated Tier 2 investigation
Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)

Personal Financial Counselor

Key skills