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Accredited Financial Counselor and Remote Accredited Financial Counselor

International SOS Government Medical Services

Spokane (WA)

Remote

USD 60,000 - 80,000

Full time

Today
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Job summary

A leading company is seeking Accredited Financial Counselors for the Navy Fleet and Family Support Program in Spokane, WA. Candidates will provide personal financial management education and individualized counseling to military service members and their families. Required qualifications include a bachelor's degree and appropriate certification, along with a commitment to serving diverse populations. The role offers competitive pay and a comprehensive benefits package.

Benefits

Medical benefits
Dental benefits
Vision benefits
401k plan
Paid time off
Annual bonus

Qualifications

  • Educational qualifications must include a bachelor's degree or equivalent experience.
  • Accredited Financial Counselor certification is required.
  • Demonstrated experience in personal and family financial management.

Responsibilities

  • Coordinate and provide various Personal Financial Management classes.
  • Provide individualized financial counseling to service members and families.
  • Document financial counseling services in required systems.

Skills

Detail-oriented
Strong oral and written communication
Advocacy skills
Data management

Education

Bachelor's degree from an accredited college

Tools

Microsoft 365

Job description

Job Description

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

International SOS is looking for qualified individuals to be Accredited Financial counselors for The Navy Fleet and Family Support Program (FFSP.) The FFSP serves active duty members of the Navy, Marine Corps, Army, and Air Force plus their eligible family members; active duty members of foreign military services who are stationed in the area; reserve military personnel and their family members when they are eligible for military medical care, military members designated as severely wounded, ill and injured and their identified caretakers and, on a space available basis, military retirees and their family members and widows, eligible family members of military decedents and other groups as directed and authorized by higher authorities in response to special circumstances.

Key Responsibilities

  • Coordinate, publicize and provide a wide variety of Personal Financial Management (PFM) classes/workshops, e.g., car buying, basic budgeting, managing credit, debt liquidation, consumer awareness, insurance, savings and investments, and retirement planning.
  • Respond to requests for age-appropriate classes or seminars to youths and teens as part of on-base education.
  • Conduct initial and refresher Command Financial Specialist (CFS) training.
  • Assist Command Financial Specialists in developing General Military Training (GMT) on topics relating to Personal Financial Management.
  • Ensure that all personal financial management group education and information and referral services are entered and counted in required systems.
  • Ensure staff delivering personal financial management group education are accounting for all services delivered in the scheduling module in required systems.
  • Provide individualized financial counseling and assistance to service members and families.
  • Assist service members in establishing an extended absence financial plan.
  • Develop and make available informational financial materials to Service members and families.
  • Plan, organize and develop new curriculum to be delivered by staff providing basic Personal Financial Management Education and Training per client request, when not otherwise available in CNIC standardized PFM curricula.
  • Provide service and family members consumer information and assistance in handling consumer complaints.
  • Document individualized financial counseling services in accordance with the required systems Users Guide and certification standards.
  • Ensure that all personal financial management individual counseling and information and referral services are entered and counted in required systems.
  • Ensure staff delivering personal financial management counseling are accounting for all services delivered in the scheduling module in required systems.
  • Participate in emergency response exercises carried out by the Region, Installation or FFSP.
  • Execute Emergency Family Assistance Center assigned responsibilities as exercised and directed.
  • Ensure that all information and referral, individual consultation and group education services related to Emergency Preparedness and Response are entered and counted in required systems.

This list is non-exhaustive, and the role holder may be required to undertake additional duties that are not specifically listed above.

Qualifications:
Qualifications

Required Skills and Knowledge

  • Educational qualifications are a bachelor’s degree from an accredited college or a combination of education and experience equivalent to a bachelor’s which equips the incumbent to serve as a personal financial management counselor and maintain national certification as an Accredited Financial Counselor as outlined in DoD Instruction 1342.22. Position must maintain the highest ethical standards and maintain up-to-date knowledge in the fields of personal finance and financial counseling.
  • Must have the ability to prepare and conduct management briefings to communicate recommendations to supervisory authority.
  • Individual should be detail-oriented, self-motivated and able to work autonomously.

Required Work Experience

  • Demonstrated experience providing personal and family financial management services is required.
  • Accredited Financial Counselors shall possess a broad range of specialized work experience including working with family programs, military or civilian social service agencies, and/or is a military family member with full understanding of the military lifestyle.
  • Strong oral and written communication, assessment, data management, and advocacy skills are required.
  • Possess advocacy knowledge, skills, and abilities such as: working knowledge of state, federal, and local resources, as well as understanding, sensitivity, and empathy for sailors and family members from diverse racial, ethnic and socioeconomic background.
  • Knowledge of the FFSMIS system is desired but not required.
  • Working knowledge of Microsoft 365.

Additional Information

Pay range is based on several factors and may vary in addition to a full range of medical, financial, and/or other benefits. Final salary and offer will be determined by the applicant’s background, experience, skills, internal equity, and alignment with geographical market data.

Compensation| Min: $17hr Max: $26hr

Benefits – Full-time positions are eligible for our comprehensive and competitive benefits package including medical, dental, vision, and basic life insurance. Additional benefits include a 401k plan paid time off and an annual bonus. International SOS complies with all federal, state, and local minimum wage laws.

International SOS is an equal opportunity employer and does not discriminate against employees or job applicants on the basis of race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, amnesty or status as a covered veteran in accordance with the applicable federal, state and local laws.

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