Military Personal Finance Consultant

Written By Hannah Becker

Becker Digital is seeking a Military Personal Finance Consultant (Part-time/1099) to provide personal finance consulting and training services for U.S. military service members. The Consultant must have a nationally recognized financial counseling certification (Accredited Financial Counselor, or AFC®, Chartered Financial Consultant, or ChFC® or Certified Financial Planner, or CFP®) which equips the individual to serve as the Financial Counselor. Additionally, the Consultant must also have proficiency in personal financial management and military teaching techniques.

Key Responsibilities

  • Consult on course content and curriculum development.

  • Develop new training modules and assessments.

  • Deliver both on-site (multiple US military installations) and virtual training sessions for military audiences.

  • Maintain quality control, ensure compliance with reporting requirements, and provide post-training feedback to assess effectiveness.

  • Uphold the highest standards of professionalism and ethical conduct in all client and team interactions.

Required Qualifications

  • Nationally recognized financial counseling certification (one or more of the following): Accredited Financial Counselor (AFC®), Chartered Financial Consultant (ChFC®), Certified Financial Planner (CFP®)

  • Bachelor’s degree (minimum).

  • Demonstrated experience providing financial counseling to military service members.

  • Strong communication, public speaking, and facilitation skills.

  • Experience conducting both in-person and virtual training sessions.

  • Ability to collaborate with military leadership and adhere to contract specifications.

  • Knowledge of government contract compliance requirements.

  • Travel to training sites.

Compensation

Compensation is negotiable and based on experience and qualifications.

If you meet the qualifications and are passionate about supporting military service members with financial education, we encourage you to apply!

To be Considered:

To be considered, email your resume, cover letter, or description of your expertise, along with your rate(s), to info@becker-digital.com.

Company Information:

Becker Digital is a Service-Disabled Veteran-Owned Small Business that provides strategic consulting, management, and training services to government agencies and nonprofits. We are mission-driven and service-minded. Our team of military-connected subject matter experts works with organizational leaders to develop customized solutions to complex problems.

Hannah Becker
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