Personal Financial Counselor

Federal Guardian LLC•Westfield, MA

2d•$65,000 - $77,500•Onsite

About The Position

Personal Financial Counselors (PFCs) 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 individual counseling, consultation with commanders or other providers and staff, briefings and educational presentations, and referral resources outside counseling sessions. Counselors work closely with installation and military-branch Points of Contact to ensure the program remains within scope and meets installation needs. The role also includes developing and providing financial materials; coordinating, publicizing, and delivering financial management classes and workshops on topics across the military lifecycle; responding to requests for age-appropriate youth and teen classes; and using secure virtual counseling and communication options as an adjunct to in-person services when participants cannot attend. Counselors follow Department of War protocols for duty-to-warn and restricted-reporting situations, staff cases with leadership, share installation trends and issues through regular supervision, and participate in training, quality-improvement committees, and other assigned contract activities. Other duties may be assigned.

Requirements

Hold one of the following active certifications: AFC®, ChFC®, or CFP®.
Be a U.S. citizen and 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 their 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 deliver financial management classes and workshops covering 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 modes, such as secure online chat, video-based communication, and customer-sponsored secure video teleconference, 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 contract activities as assigned or appropriate.
Perform other duties as assigned.