Financial Counselor

Role Overview

• 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.

Requirements

• 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

Benefits

• 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.