Personal Financial Counselor; Terre Haute, IN
Core
Provide personal financial counseling and management services to military service members and their families at military installations.
Role type
Personal Financial Counselor
Builds
Financial education programs, spending plans, and counseling sessions for military personnel
Domain
Military finance and personal financial management
Deliverable
client delivery
Required skills
financial counseling, spending plan development, workshop facilitation, virtual counseling, Tier 2 investigation clearance, OCI disclosure compliance
Preferred skills
bilingual English and Spanish, driver's license
Technologies
secure online chat, video-based communications, secure video teleconference
Responsibilities
Conduct one-on-one financial counseling sessions, develop spending plans for extended absences, coordinate and present financial management classes, manage duty to warn situations, communicate trends to leadership
Seniority
Mid-level, hands-on IC