Personal Financial Counselor

Federal Guardian LLC•Cheyenne, WY

2d•$62,000 - $80,000•Onsite

About The Position

Personal Financial Counselors provide personal financial counseling services at military installations to service members and their families. The role covers a broad range of financial education and counseling, including one-on-one 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 services are within scope and meet installation needs. Counselors may serve adults, children, and youth of service members; provide individualized financial counseling and assistance; help service members establish extended-absence financial plans; and develop and distribute informational financial materials. They coordinate, publicize, and deliver financial management classes and workshops across the military lifecycle, and respond to requests for age-appropriate classes or seminars for youths and teens as part of on-base education. The role also uses 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. Counselors manage duty-to-warn and restricted-reporting situations according to Department of War protocol, staff cases with leadership, communicate with leadership, participate in individual and group supervision, share information on installation trends and issues, and take part in in-services, training, quality improvement committees, and other contract activities. Other duties may be assigned. This is an in-person office position with a stated salary range of $62,000 to $80,000. Employment is contingent on successful completion of a background check and may also be subject to credentialing, security, drug screening, and other customer, contract, or legal requirements.

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 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 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, including secure chat and secure video-based 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 installation trends and issues.
Participate in in-services, training, quality improvement committees, and other contract activities.
Perform other duties as assigned.