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Accredited Financial Counselor Jobs (NOW HIRING)

Magellan Health, Inc.

$58K - $93K/yr

Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). General Job Information Title Personal Financial Counselor; Assignment Ready ...

Magellan Health Services

$58K - $93K/yr

Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). General Job Information Title Personal Financial Counselor, Assignment Ready ...

New

Magellan Health Services

$58K - $93K/yr

Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). General Job Information Title Personal Financial Counselor, Assignment Ready ...

MSCCN

Personal Financial Counselor - Helena, MT

Helena, MT · On-site

$45K - $60K/yr

Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). General Job Information Title Personal Financial Counselor- Helena, MT Grade 24 Work ...

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Accredited Financial Counselor information

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How much do accredited financial counselor jobs pay per hour?

As of Aug 6, 2026, the average hourly pay for accredited financial counselor in the United States is $21.69, according to ZipRecruiter salary data. Most workers in this role earn between $18.27 and $23.80 per hour, depending on experience, location, and employer.

How do you become an accredited financial counselor?

To become an accredited financial counselor, individuals typically need to complete a recognized training program in financial counseling, gain relevant work experience, and obtain certification from a reputable organization such as the National Foundation for Credit Counseling (NFCC) or the Association for Financial Counseling & Planning Education (AFCPE). Certification often requires passing an exam and adhering to ongoing education requirements. Strong communication skills and knowledge of personal finance are essential for success in this role.

What are the key skills and qualifications needed to thrive as an Accredited Financial Counselor?

To thrive as an Accredited Financial Counselor, you need a solid understanding of personal finance principles, budgeting, debt management, and a certification such as the AFC (Accredited Financial Counselor) credential. Familiarity with financial planning software, budgeting tools, and client management systems is often required. Exceptional interpersonal skills, active listening, and cultural sensitivity help build trust and rapport with diverse clients. These competencies are crucial for providing effective, personalized guidance that empowers clients to make informed financial decisions and achieve their goals.

What does an Accredited Financial Counselor do?

An Accredited Financial Counselor (AFC) helps individuals and families improve their financial well-being by providing guidance on budgeting, debt management, saving, and financial goal-setting. They focus on financial education and counseling rather than product sales, ensuring clients make informed decisions. AFCs work in various settings, including nonprofits, military organizations, financial institutions, and private practice. Their goal is to help clients develop healthy financial habits and achieve long-term stability.

What are the typical day-to-day responsibilities of an Accredited Financial Counselor?

As an Accredited Financial Counselor, your daily tasks often include meeting with clients to assess their financial situations, developing personalized action plans to address budgeting, debt reduction, or credit improvement, and providing ongoing support and education. You may also conduct workshops, collaborate with other financial professionals, and maintain detailed records of client progress. This role often involves both one-on-one counseling and group sessions, making communication and adaptability important. Over time, gaining experience can open doors to supervisory roles, program management, or specialization in areas like military or nonprofit financial counseling.

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Accredited Financial Counselor jobs near you
Infographic showing various Accredited Financial Counselor job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $45,125 per year, or $21.7 per hour.

Accredited Financial Counselor

Strategic Resources Inc

Fort Knox, KY • On-site

$18 - $23.50/hr

Full-time

Re-posted 5 days ago

Job description

Accredited Financial Counselor

Strategic Resources, Inc. (SRI) is an international, ISO 9001, 20000, and 27001 Certified, CMMI Level 3 Rated professional services firm with more than 37 years of experience supporting the Department of Defense and other federal agencies.We deliver mission-driven programs that strengthen readiness, resilience, and performance across the military enterprise.We are currently seeking a credentialed Financial Counselor to support the Army Transition Assistance Program (TAP).

About the Program

Army TAP provides mandatory transition services to Soldiers preparing to separate or retire from active duty. Each year, more than 200,000 Service Members rely on TAP to meet federally mandated Career Readiness Standards before transitioning to civilian life.

Financial readiness is one of the most critical components of that transition.

The Role

As a Financial Counselor, you will deliver mandatory financial planning instruction and provide individualized counseling to transitioning Soldiers and their families.

This role combines classroom facilitation with one-on-one financial guidance in a structured, mission-focused environment.

Your work directly impacts the financial stability of military families at a pivotal moment in their lives.

What You’ll Do

  • Deliver the Financial Planning for Transition course in accordance with Army curriculum.

  • Provide one-on-one financial counseling sessions.

  • Guide Soldiers in developing realistic post-transition budgets and financial plans.

  • Review and provide feedback on Criterion-Based Post-Transition Financial Plans.

  • Educate clients on budgeting, debt management, retirement planning, and separation-related financial risks.

  • Document counseling services in required systems.

  • Safeguard Personally Identifiable Information (PII).

  • Support program compliance and quality assurance processes.

What We’re Looking For

Required:

  • National financial counseling certification (AFC®, CFP®, ChFC®, or DoD-recognized equivalent).

  • Bachelor’s degree in finance, financial planning, business, counseling, or related field (or equivalent experience).

  • Minimum two years of experience providing financial counseling or financial education.

  • Ability to obtain and maintain Tier 1 background investigation (CAC eligibility).

Preferred:

  • Experience working with military personnel or military families.

  • Classroom instruction or workshop facilitation experience.

  • Experience in compliance-driven or government environments.

Skills That Matter

  • Strong public speaking and presentation skills.

  • Ability to translate complex financial topics into practical guidance.

  • High ethical standards and discretion.

  • Detail-oriented documentation habits.

  • Comfort managing multiple clients in a structured program environment.

Work Environment

This position is primarily on-site at a military installation and includes classroom instruction and private counseling sessions. Limited travel may be required.

Why Join SRI?

You’ll be part of a mission-focused team helping Service Members transition with confidence and financial stability. Your expertise will directly support readiness, resilience, and long-term success for military families.

Apply