Personal Financial Counselor

Federal Guardian LLC•Wellesley, MA

2d•$65,000 - $72,000•Onsite

About The Position

Personal Financial Counselors provide personal financial counseling services at assigned military installations, serving military service members and their families. The role covers financial education and counseling through one-on-one sessions, consultations with commanders or other providers and staff, briefings, educational presentations, and referrals to resources outside counseling sessions. The counselor works closely with installation and military branch points of contact to ensure the program stays within scope and meets installation needs. Counselors provide individualized financial counseling and management services to adults, children, and youth of service members; help service members develop extended-absence financial plans; and develop and distribute informational financial materials. They coordinate, publicize, and deliver classes and workshops on financial management topics across the military lifecycle, including arrival at a first duty station, pre- and post-deployment, and personal and career events. They also respond to requests for age-appropriate classes or seminars for youth and teens. The role includes using virtual counseling and other secure communications, such as chat, video-based communications, and customer-sponsored secure video teleconferencing, as an adjunct to in-person counseling when participants cannot attend face to face. 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 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 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 informational financial materials available to service members and families.
Coordinate, publicize, and provide financial management classes and workshops on topics 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 secure communication methods 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.