Counselor

• Provide coverage in short-term, surge and on demand situations resulting from the Military needs.
• Provide the full breadth of personal financial counseling services to military service members and their families at military installations.
• Conduct one-on-one counseling, briefings and presentations, or provide referral resources.
• Work closely with installation and military branch Points of Contact (POC) to assure that the program meets the needs of the installation.
• Develop and make available informational financial materials to service members and families.
• Coordinate, publicize and provide a wide variety of Personal Financial Management classes/workshops.

Personal Financial Counselor

• Build and maintain ongoing partnerships with schools, youth programs, community centers, social service agencies, local businesses, etc.
• Participate in, and often lead, outreach events, presentations, info sessions, tabling, festivals, and community fairs.
• Maintain a consistent monthly outreach schedule and meet required activity levels.
• Promote opportunities to underserved and underrepresented groups in your area.
• Introduce the program to young adults and help them determine if they meet basic eligibility criteria (age, income background, education status, etc.).
• Maintain strict confidentiality and privacy when collecting personal information.
• Accurately enter new leads into tracking systems and ensure they are complete, valid, and documented.
• Follow up quickly with every lead to maintain momentum.
• Guide prospective applicants step-by-step until they are ready to begin their application.
• Maintain consistent contact with your pipeline through calls, texts, emails, and face‑to‑face meetings.
• Keep thorough and timely notes in all required online systems.
• Ensure applicants understand expectations, deadlines, and next steps.
• Support the team in achieving high conversion from leads → applicants → arrivals.
• Meet monthly activity minimums (events, partnerships, lead interactions).
• Maintain accurate and timely data in digital systems.
• Follow eligibility and documentation guidelines.
• Support monthly enrollment and arrival outcomes.
• Maintain professional communication with partners, applicants, and families.

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Personal Financial Counselor

Outreach and Admissions Counselor