Personal Financial Counselor

Federal Guardian LLC•St. Louis, MO

2d•$65,000 - $80,000•Onsite

About The Position

Personal Financial Counselors provide personal financial counseling services at assigned military installations, delivering the full breadth of counseling and financial education services to military service members and their families. Services may include 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 the program is delivered within scope and meets installation needs. The role serves adults, children, and youth of service members; provides individualized financial counseling; supports service members in preparing extended-absence financial plans; and develops informational financial materials. Counselors coordinate, publicize, and deliver classes and workshops on financial topics across the military lifecycle, including arrival at a first duty station, pre- and post-deployment, and personal and career events identified in DoDI 1322.34. They also respond to requests for age-appropriate classes or seminars for youth and teens. Counselors use virtual counseling and other communication methods, including secure online chat, video-based communication, and customer-sponsored secure video teleconferencing, as an adjunct to face-to-face counseling when participants cannot attend in person. They manage duty-to-warn and restricted-reporting situations according to DoD protocol and staff cases with leadership. The role also involves communicating with leadership, participating in individual and group supervision, sharing information about installation trends and issues, and participating in in-services, training, quality-improvement committees, and other contract activities as assigned or appropriate. The position requires one active certification: AFC®, ChFC®, or CFP®; U.S. citizenship and fluent English; a bachelor’s degree or a combination of education and experience that equips the individual to serve as a financial counselor; eligibility to obtain a favorably adjudicated Tier 1 investigation; and more than 1,000 hours of financial counseling experience. The listed starting salary is $70,000–$82,000. Work is performed in an office/in person.

Requirements

Hold 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.

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 available informational financial materials to service members and families.
Coordinate, publicize, and provide financial management classes and workshops on topics across the military lifecycle, including arrival at a first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
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, including secure online chat, video-based communications, and customer-sponsored secure video teleconferencing, when participants are unable to attend in person.
Manage duty-to-warn and restricted-reporting situations according to DoD protocol and staff cases with leadership.
Communicate with leadership and participate in regular individual and group supervision, sharing information about trends and issues at assigned installations.
Participate in regular in-services, training, quality-improvement committees, or other contract activities as assigned or appropriate.
Perform other duties as assigned.