[Hiring] Financial Counselor @Operation Homefront

Role Description

The Financial Counselor will provide quality financial counseling sessions to Service Members, Spouses, and/or Caregivers, all completely virtually. Sessions should include:

• Basic financial literacy
• Current budget reviews
• Developing short and long-term financial goals
• Exploring methods in which goals may be achieved

Typical contact time with clients is 45-60 minutes.

Qualifications

• 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

Requirements

• 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

Benefits

• General office and sedentary work environment
• 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, including weekends and holidays