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Serving America's Military Families
Financial Counselor
Location
United States
Posted
66 days ago
Salary
$50K - $60K / year
Seniority
Mid Level
Job Description
Financial Counselor
Operation Homefront
• 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.
Job 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.
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