Military Financial Wellness Counselor

JLAN Solutions; Coraopolis (Allegheny County); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health benefits

Life insurance

Financial wellness programs

Tobacco-free workplace

Job summary

JLAN Solutions seeks a Personal Financial Counselor to provide direct financial counseling to service members and their families on budgeting, debt management, retirement planning, and home ownership, coordinating with DoD programs.

This on-site role requires at least 5 years of experience, a qualifying degree, and AFC/CFP/ChFC certification. The position offers competitive benefits and opportunities to support the military community.

Qualifications

• Minimum 5 years of financial counseling experience required.
• Prior experience with military populations preferred.
• Must be a U.S. citizen and fluent in English.
• Must hold a valid driver's license.

Responsibilities

• Provide individual financial counseling to service members and families.
• Deliver budgeting and debt management guidance.
• Coordinate and deliver DoD-aligned financial education workshops.

Skills

Client counseling

Financial analysis

Regulatory compliance

DoD program knowledge

Communication skills

Education

Bachelor's degree

Associate's degree +4 yrs relevant experience

High school diploma +6 yrs relevant experience

Job description

JLAN Solutions seeks a Personal Financial Counselor to provide direct financial counseling to service members and their families on budgeting, debt management, retirement planning, and home ownership, coordinating with DoD programs.

This on-site role requires at least 5 years of experience, a qualifying degree, and AFC/CFP/ChFC certification. The position offers competitive benefits and opportunities to support the military community.