Personal Financial Counselor-Baumholder, GE
Core
Provide personal financial counseling and management services to military service members and their families at military installations, including one-on-one counseling, workshops, and spending plan assistance.
Role type
Personal Financial Counselor (Military)
Builds
Personal financial management programs and educational workshops 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 English/Spanish, Tier 2 investigation clearance, OCI process compliance
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, participate in regular supervision and training
Seniority
Mid-level, hands-on IC