Personal Financial Counselor; Fort Rucker, AL
Core
Provide personal financial counseling and management services to military service members and their families at military installations.
Role type
Personal Financial Counselor (IC)
Builds
Financial education programs, spending plans, and counseling sessions for military personnel
Domain
Military / Personal Finance
Deliverable
client delivery
Required skills
financial counseling, spending plan development, workshop facilitation, virtual counseling, DoD protocol adherence, leadership communication
Preferred skills
bilingual communication (English/Spanish), quality improvement participation
Technologies
secure online chat, video-based communications, secure video teleconference
Responsibilities
Conduct one-on-one financial counseling sessions; Develop and deliver financial management classes and workshops; Coordinate with installation Points of Contact; Manage duty to warn situations per DoD protocol; Utilize virtual counseling tools; Communicate trends and issues to leadership
Seniority
Mid-level, hands-on IC