Financial Counselor

Job Title: Financial Counselor

Department: Critical Financial Assistance

Location: Remote

FLSA Status: Exempt

Reports to: Manager, Financial Counseling

Founded in 2002, Operation Homefront is a national nonprofit organization whose mission is to build strong, stable, and secure military and veteran families by improving their financial, emotional, and social well-being. Operation Homefront is sourcing candidates for a remote Financial Counselor position.

The Financial Counselor will provide quality financial counseling sessions to Service Members, Spouses, and/or Caregivers, all completely virtually. Sessions should include basic financial literacy, current budget reviews, developing short and long-term financial goals, and exploring methods in which goals may be achieved. Typical contact time with clients is 45-60 minutes.

Desired candidates will have: 

• Bachelor’s degree in finance, Accounting, Economics, Business, or related field
• At least 2 years of experience providing financial counseling or education
• Experience with developing personal financial management strategies
• Demonstrates an action orientation toward identifying challenges, establishing priorities, and implementing viable solutions
• Accredited Financial Consultant (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC) strongly preferred.
• MS Office Programs (Word, Excel, Outlook)
• Valid driver’s license.
• Acceptable MVR (annual)
• Criminal background check

Typical duties include: 

• Prepare for financial counseling sessions by scheduling, preparing budgets, reviewing case notes, etc.
• Educate service members, spouses, and/or caregivers on money management techniques to achieve long-term stability.
• Develop a feasible action plan, elaborating on short and long-term financial goals. Educate service members and their families on market standards for monthly expenses, incorporating a discussion on associated expenses.
• Discuss methods to increase income, reduce expenses, and reduce/consolidate creditors.
• Explore pros and cons of financial actions (i.e. bankruptcy, loan modifications, debt management programs, etc.).
• Discuss credit, finance charges, interest rates, and encourage reduction in debt.
• Develop financial education curriculum and conduct trainings, workshops, & webinars on various personal finance topics for service members and their families.
• Perform other duties as assigned.

Other Details:

General office and sedentary. Use of personal computing equipment, telephone, multi-functioning printer and calculator. Ability to travel to and from meetings, training sessions or other business-related events. May be required to work after hours to include weekends and holidays.

All applicants are considered for all positions without regard to race, religion, color, sex, gender, sexual orientation, pregnancy, age, national origin, physical/mental disability, medical condition, military/veteran status, genetic information, marital status, ethnicity, or any other protected classification, in accordance with applicable federal, state, and local laws. Those applicants requiring accommodation to complete the application and/or interview process should contact a management representative.

The above description covers the principal duties and responsibilities of the job. The description shall not, however, be construed as a complete listing of all miscellaneous, incidental, or similar duties which may be required from day-to-day. The candidate selected for employment will be required to submit to a criminal background check, motor vehicle record check, and education verification.