Accredited Financial Counselor and Remote Accredited Financial Counselor

International SOS; Richmond (VA); Remote; USD 60,000 - 80,000; Full time

Job summary

A global leader in medical and security risk management is seeking an Accredited Financial Counselor to provide critical financial education and counseling to military personnel and families in Virginia. The role involves conducting workshops on budgeting, debt management, and personal finance, alongside direct counseling services tailored to the needs of service members. Ideal candidates will possess a Bachelor's degree in finance and certification as an Accredited Financial Counselor. Strong communication and advocacy skills are essential for success in this impactful position.

Benefits

Medical insurance

Dental insurance

Vision insurance

Life insurance

401k

Paid time off

Bonuses

Qualifications

• Bachelor's degree or equivalent experience in personal finance and certification as an Accredited Financial Counselor.
• Ability to conduct management briefings and communicate recommendations effectively.
• Detail-oriented, self-motivated, and autonomous work capability.

Responsibilities

• Coordinate and deliver Personal Financial Management classes/workshops.
• Provide individualized financial counseling to service members and families.
• Document counseling services per standards.

Skills

Communication

Assessment

Data Management

Advocacy

Education

Bachelor's degree or equivalent experience in personal finance

Certification as an Accredited Financial Counselor

Tools

Microsoft 365

FFSMIS system

Job description

Company Description

International SOS delivers customized medical and security risk management and wellbeing solutions to enable our clients to operate safely and effectively in environments far from home. Founded in 1984, we operate in 92 countries providing integrated medical solutions to organizations with international operations. Our innovative technology and medical and security expertise focus on prevention, offering real-time, actionable insights and on-the-ground quality delivery. We provide clinical services including direct care at over 800 sites worldwide, many with inpatient capabilities. With 12,000 staff, including 5,200 medical and behavioral health providers, our services include healthcare solutions such as surgical facilities in remote environments, telemedicine, referrals to a global network of 100,000+ providers, and aeromedical evacuation. Headquartered in Houston, Texas, we support government defense, civil agencies, military exercises, diplomatic missions, disaster response, and refugee care.

This position is still at the proposal stage and is awaiting award.

International SOS seeks qualified individuals for the role of Accredited Financial Counselor for The Navy Fleet and Family Support Program (FFSP), which serves active duty members of the Navy, Marine Corps, Army, Air Force, their families, foreign military personnel in the area, reserves, and other eligible groups as directed by higher authorities.

Key Responsibilities

1. Coordinate, publicize, and deliver Personal Financial Management (PFM) classes/workshops on topics such as budgeting, credit, debt, insurance, savings, investments, and retirement.
2. Respond to requests for age-appropriate classes for youths and teens on-base.
3. Conduct initial and refresher Command Financial Specialist (CFS) training.
4. Assist in developing General Military Training (GMT) on Personal Financial Management topics.
5. Record all financial education and referral services in required systems.
6. Provide individualized financial counseling to service members and families.
7. Help service members develop extended absence financial plans.
8. Create and distribute informational financial materials.
9. Develop new curriculum for basic PFM education as needed.
10. Assist with consumer information and complaints handling.
11. Document counseling services per standards.
12. Participate in emergency response exercises and execute assigned responsibilities.
13. Ensure all related services are accurately entered and tracked in systems.
14. Undertake additional duties as assigned.

Qualifications

• Bachelor’s degree or equivalent experience in personal finance and certification as an Accredited Financial Counselor per DoD standards.
• Ability to conduct management briefings and communicate recommendations effectively.
• Detail-oriented, self-motivated, and autonomous work capability.

Work Experience

• Experience providing personal and family financial management services.
• Experience working with military or civilian social service agencies, or military family members.
• Strong communication, assessment, data management, and advocacy skills.
• Knowledge of state, federal, and local resources; sensitivity and empathy for diverse backgrounds.
• Knowledge of FFSMIS system is a plus; proficiency in Microsoft 365 preferred.

Additional Information

Pay ranges from $17 to $26 per hour, based on experience and other factors. Benefits include medical, dental, vision, life insurance, 401k, paid time off, and bonuses. International SOS is an equal opportunity employer, complying with all applicable laws.