Personal Financial Counselor; Youngstown, OH
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 / Personal Finance
Deliverable
client delivery
Required skills
Financial counseling, spending plan development, workshop facilitation, virtual counseling, Tier 2 investigation adjudication, OCI disclosure process
Preferred skills
Bilingual (English/Spanish), Driver's license
Technologies
Web-based platforms, secure online chat, video-based communications, secure video teleconference
Responsibilities
Conduct one-on-one financial counseling, develop spending plans for extended absences, coordinate financial management classes and workshops, respond to requests for age-appropriate seminars, manage duty to warn situations, communicate with leadership regarding trends and issues
Seniority
Mid-level professional