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Accredited Financial Counselor

Temporary Solutions, Inc. San Diego, CA
  • Expired: 6 days ago. Applications are no longer accepted.


The Accredited Financial Counselor will provide one-on-one consultation, information and referral, classroom training, workshops, and seminars in support of the education and training

Job Description

Our Client delivers quality of life services and support that make a positive difference for individuals, families, organizations, and communities. They strive to grow, achieve, and fulfill personal, family, and professional responsibilities. Their ability to succeed is based on corporate values and employees’ talent and commitment. They provide an opportunity to support our nation and our nation’s military. Everything we do is directed towards enhancing the lives of individuals and strengthening the organizations they serve. As a company, they believe that good people provide quality service. They are currently seeking a Financial Counselor to add to their team. This is a direct-hire contract opportunity. Other responsibilities will include:

  • Coordinate, publicize, and provide a wide variety of Personal Financial Management 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
  • 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 members and their families consumer information and assistance in handling consumer complaints
  • Ensure that all personal financial management group education, individual services delivered, and information and referral services are entered and counted in FFSMIS
  • Ensure staff delivering personal financial management group education and personal financial management counseling are accounting for all services scheduled and delivered in the automated Centralized Scheduling and Metrics system in use by the FFSP
  • Knowledge of the personal financial management issues facing Service members and their families and the ability to support them with individual assistance or through training in seminars or workshops or through appropriate referral
  • Ability to conduct program evaluations and use those evaluations to improve program effectiveness


  • Knowledge of Microsoft Office Suite software and demonstrated ability to use software to prepare management reports and provide information
  • Ability to use verbal and written communication skills effectively
  • Ability to manage multiple priorities
  • Maintain the highest ethical standards
  • Maintain up-to-date knowledge in the fields of personal finance and financial counseling.
  • Knowledge of the formulation and execution of needs assessment tools
  • Knowledge of the military and the challenges of the military lifestyle
  • Skilled in providing one-on-one consultation and training
  • Skilled in providing group facilitation and knowledge of group dynamics
  • Knowledge of the tenets of adult education and the development of training curricula based on the adult learning model
  • Knowledge encompassing a wide range of financial areas, specifically those affecting the military and their families
  • Ability to work productively with Command Financial Specialists
  • Bachelor’s degree OR a combination of education and experience equivalent to a Bachelor’s degree which equips the incumbent to serve as a personal financial management counselor
  • Must possess and maintain national certification as an Accredited Financial Counselor
  • This position requires access to U.S. Government facilities and systems, U.S. Citizenship, a valid driver’s license, transportation, and auto insurance are required.

Temporary Solutions, Inc.

Why Work Here?

Let us put your unique skill-set to work.

Since 1980, Temporary Solutions has been a preferred partner for Staffing in Recruiting to our clients in the Northern VA area. We support a diverse range of industries, including higher education, State, City and Local Government entities, non-profit and commercial organizations and Fortune 500 companies. We have many administrative, customer service and HR opportunities open each day: Temporary, Temporary to Hire, Direct Hire and project based


San Diego, CA 92103
San Diego, CA