Personal Financial Counselor; Terre Haute, IN
$58,440–$93,500 year
On-site · Terre Haute, Indiana, United States
Job Summary
Provide personal financial counseling services to U.S. service members and their families at military installations, including one-on-one counseling, briefings/presentations, development of spending plans for extended absences, and creation/dissemination of informational financial materials. Coordinate with installation leadership and DoD points of contact to ensure services meet DoD scope and requirements, and leverage virtual counseling or secure video/online modes as appropriate. Lead and participate in DoD-aligned financial education activities (classes/workshops) covering lifecycle topics from arrival at new duty station to pre/post deployment. Maintain compliance with DoD policies; respond to requests for age-appropriate classes; manage DoD security and OCI processes; participate in supervision and quality-improvement activities. The role requires a Bachelor's degree (or equivalent combination), 3+ years of financial counseling experience, and certification (AFC/CFP/ChFC). Must be a U.S. citizen, fluent in English, and able to obtain relevant security clearances as needed. The posting notes potential bilingual capability (English/Spanish) depending on contract, and mentions potential short-term incentives and comprehensive benefits.
Required Qualifications
- Bachelor's degree required
- 3+ years of financial counseling experience
- AFC - Accredited Financial Counselor OR CFP - Certified Financial Planner OR ChFC - Chartered Financial Consultant
- U.S. citizenship
- English fluency
- Bilingual in English and Spanish (if required by contract)
- Tier 2 investigation (favorable adjudication)
- Ability to pass Congressionally Mandated Disclosures for OCI (Organizational Conflicts of Interest)
Additional Requirements
- U.S. citizen
- English language proficiency
- Possibility of bilingual (English/Spanish) as per contract requirement
- OCI disclosure requirements
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