Personal Financial Counselor
- Identifying immediate and long range measures to increase income, reduce household expenditures, and avoid additional financial burdens.
- Personal budget/financial planning to reduce, eliminate, and avoid debt and to achieve solvency and stability.
- Teaching Service Members money management techniques to encourage them to live within their means.
- Understanding credit, finance charges, interest rates and the implications of only paying the minimum amount each month.
- Educating military families on the importance of maintaining excellent credit histories and ratings.
- Establishing, monitoring, and protecting their credit.
- Teaching Service Members to make informed decisions and to be aware of associated costs such as insurance, maintenance, fuel costs, etc.
- Education and counseling Service Members about their retirement systems and providing financial models to assist them in establishing a comprehensive retirement plan.
- Assist with tax planning.
- Teaching Service Members and their families how to save for emergencies, unanticipated contingencies, and both short and long-term goals.
- A minimum of a Bachelor's degree coupled with 2+ years of experience in financial counseling or education.
- A national certification as an Accredited Financial Counselor (AFC) or Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFC)
- Counselors shall maintain a valid, unrestricted motor vehicle license.
- Demonstrated experience in MS Office products (Excel, Word, PowerPoint).
- A criminal history background check that includes a credit check, as well as an FBI fingerprint check are required to work in this program.
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