Personal Financial Counselor, Assignment Ready Counselor

Remote, USA Full-time Posted 2026-05-31
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    Job Description:
  • Provide coverage in short-term, surge and on demand situations resulting from Military needs.
  • Provide personal financial counseling services to military service members and their families.
  • Assist service members in establishing a spending plan for extended absences.
  • Develop and provide informational financial materials to service members and families.
  • Coordinate, publicize and provide a variety of Personal Financial Management classes/workshops.
  • Manage duty to warn situations according to Department of Defense (DoD) protocol.
  • Communicate with leadership and participate in regular supervision and training.
    Requirements:
  • 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.
  • 3+ 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 be able to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
  • Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
    Benefits:
  • Health insurance
  • Comprehensive benefits package
  • Wellness programs

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