Personal Financial Counselor

Federal Guardian LLC•Casper, WY

6d•$62,000 - $80,000•Onsite

About The Position

Personal Financial Counselors provide personal financial counseling services at military installations, serving military service members and their families. The role delivers the full breadth of personal financial counseling, including financial education and individualized counseling, consultations 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 stays within scope and meets installation needs. Counselors may provide services to adults, children, and youth of service members; help service members and families with individualized financial counseling and assistance; and assist service members in creating financial plans for extended absences. They develop and distribute informational financial materials and coordinate, publicize, and deliver financial management classes and workshops across the military lifecycle. They also respond to requests for age-appropriate classes or seminars for youths and teens as part of on-base education. The position may use virtual counseling and other communication methods, including secure 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 under Department of War protocol and staff cases with leadership. They communicate with leadership, participate in individual and group supervision, share information about installation trends and issues, and participate in training, quality-improvement committees, and other contract activities. Other duties may be assigned.

Requirements

Hold an active AFC®, ChFC®, or CFP® certification.
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 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, including first duty station arrival, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Respond to requests for age-appropriate classes or seminars for youths and teens as part of on-base education.
Use virtual counseling and other communication methods, such as secure chat or 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 individual and group supervision, sharing information about trends and issues at assigned installations.
Participate in in-services and training, quality-improvement committees, and other contract activities.
Perform other duties as assigned.