Personal Financial Counselor

Federal Guardian•Cheyenne, WY

20d•Onsite

About The Position

Personal Financial Counselors provide personal financial counseling services at military installations to service members and their families. The role delivers a broad range of financial education and counseling, including one-on-one counseling, consultations with commanders and other providers or 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 operates within scope and meets installation needs. The position includes direct counseling and financial management services for adults, children, and youth in military families; individualized assistance; support with extended-absence financial plans; and development of informational financial materials. Counselors coordinate, publicize, and deliver financial management classes and workshops covering military lifecycle topics, and respond to requests for age-appropriate classes or seminars for youths and teens. Virtual counseling and secure communication tools may supplement in-person services when participants cannot attend in person. 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 contract activities. Other duties may be assigned. This is an office-based, in-person role. Employment is contingent on successful background screening and may also require credentialing, security, drug screening, or other customer, contract, or legal requirements.

Requirements

Hold at least one active certification: AFC®, ChFC®, or CFP®.
Must be a U.S. citizen.
Must speak fluent English.
Bachelor’s degree, or a combination of education and experience that equips the individual to serve as a financial counselor.
Must be able to obtain a favorably adjudicated Tier 1 investigation.
Must have over 1,000 hours of financial counseling experience.
Must comply with the security responsibilities and controls applicable to the position and with applicable legal, regulatory, contractual, and internal requirements.
Successful completion of a background check is required; credentialing, security, drug screening, or other customer, contract, or legal requirements may also apply as permitted by law.

Responsibilities

Provide personal financial counseling and management services directly 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 available informational financial materials for 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 youths and teens as part of on-base education.
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.
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-services and training, quality-improvement committees, and other contract activities.
Perform other duties as assigned.