Personal Financial Counselor

Federal Guardian LLC•Sandwich, MA

21d•$65,000 - $75,000•Onsite

About The Position

Personal Financial Counselors provide personal financial counseling services at assigned military installations to service members and their families. The role covers a broad range of financial education and counseling, including one-on-one counseling, consultation with commanders or other providers and staff, briefings and educational presentations, and referrals to resources outside counseling sessions. Counselors work closely with installation and military-branch Points of Contact to ensure services remain within scope and meet installation needs. Counselors provide individualized financial counseling and management services to adults, children, and youth of service members; help service members establish extended-absence financial plans; and develop and distribute informational financial materials. They coordinate, publicize, and deliver financial-management classes and workshops across the military lifecycle, including arrival at a first duty station, pre- and post-deployment, and personal or career events outlined in DoDI 1322.34. They also respond to requests for age-appropriate classes or seminars for youth and teens as part of on-base education. The role uses virtual counseling and other communication methods, including secure online chat and customer-sponsored video communications, as an adjunct to in-person counseling when participants cannot attend in person. Counselors manage duty-to-warn and restricted-reporting situations according to Department of War protocol and staff cases with leadership. They communicate with leadership, participate in individual and group supervision, share installation trends and issues, and take part in training, quality-improvement committees, and other assigned contract activities. Other duties may be assigned.

Requirements

Hold at least one active certification: AFC®, ChFC®, or CFP®.
Be a U.S. citizen.
Speak fluent English.
Have a bachelor's degree, or a combination of education and experience that equips the individual to serve as a financial counselor.
Be able to obtain a favorably adjudicated Tier 1 investigation.
Have over 1,000 hours of financial counseling experience.
Successfully complete a background check; assignment may also be subject to credentialing, security, drug screening, and other customer, contract, or legal requirements, as permitted by law.
Understand, comply with, and attest to the security responsibilities and controls for the position and applicable legal, regulatory, contractual, and internal requirements.

Responsibilities

Provide personal financial counseling and management services directly to adults, children, and youth of service members.
Provide individualized financial counseling and assistance to service members and families.
Assist service members in establishing an extended-absence financial plan.
Develop and make informational financial materials available to service members and families.
Coordinate, publicize, and provide financial-management classes and workshops across the military lifecycle.
Respond to requests for age-appropriate classes or seminars for youth and teens as part of on-base education.
Use virtual counseling and other communication methods, such as secure online chat and secure video communications, as an adjunct to face-to-face counseling when participants cannot attend in person.
Manage duty-to-warn and restricted-reporting situations according to Department of War protocol and staff cases with leadership.
Communicate with leadership and participate in regular individual and group supervision, sharing information about installation trends and issues.
Participate in regular in-services and training, quality-improvement committees, and other assigned or appropriate contract activities.
Perform other duties as assigned.