Personal Financial Counselor

Federal Guardian•Duluth, MN

1d•Onsite

About The Position

Personal Financial Counselors provide personal financial counseling services at military installations to service members and their families. Services span financial education and counseling, including individual 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. The role serves adults, children, and youth; provides individualized financial counseling and assistance; helps service members develop financial plans for extended absences; and develops informational financial materials. Counselors coordinate, publicize, and deliver financial management classes and workshops covering topics throughout the military lifecycle, including arrival at a first duty station, pre- and post-deployment, and personal and 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. Counselors use virtual counseling and other communication methods, such as secure chat and customer-sponsored secure video teleconferencing, as an adjunct to in-person counseling when participants cannot attend in person. They manage duty-to-warn and restricted-reporting situations according to Department of War protocol and staff cases with leadership. The role includes communicating with leadership, participating in individual and group supervision, sharing installation trends and issues, and taking part in in-service training, quality-improvement committees, and other contract activities. Other duties may be assigned. This position is with Federal Guardian, LLC. The company describes itself as a merit-based, tobacco-free, equal-opportunity employer and states that employment or assignment is contingent on successful completion of a background check; credentialing, security, drug screening, and other customer, contract, or legal requirements may also apply as permitted by law.

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.
Comply with and attest to the security responsibilities, security controls, and applicable legal, regulatory, contractual, and internal requirements for the position.
Successfully complete a background check; additional credentialing, security, drug screening, or other customer, contract, or legal requirements may apply as permitted by law.

Responsibilities

Provide personal financial counseling and management services to service members and their adult, child, and youth family 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.
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 chat and secure video teleconferencing, when appropriate as an adjunct to face-to-face counseling.
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 installation trends and issues.
Participate in in-service training, quality-improvement committees, and other contract activities.
Perform other duties as assigned.