Personal Financial Counselor

Federal Guardian LLC•Darien, IL

21d•$60,000 - $70,000•Onsite

About The Position

Personal Financial Counselors provide personal financial counseling services at assigned military installations to service members and their families. The role covers financial education and counseling through individual sessions, consultations with commanders or other providers and staff, briefings, educational presentations, and referrals. Counselors work closely with installation and military-branch Points of Contact to ensure services remain within scope and meet installation needs. The position may also involve virtual counseling and secure online or video communications when participants cannot attend in person. Counselors provide services to adults, children, and youth; assist service members and families with individualized financial needs and extended-absence financial plans; and develop informational materials. They coordinate and deliver financial management classes and workshops across the military lifecycle, including first-duty-station arrival, pre- and post-deployment, and other personal and career events. They also respond to requests for age-appropriate youth and teen seminars. The role includes managing duty-to-warn and restricted-reporting situations under Department of War protocol, coordinating cases with leadership, communicating trends and installation issues through regular supervision, and participating in training, quality-improvement committees, and other assigned contract activities. Other duties may be assigned. This is an in-person, office-based role.

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 directly to service members’ adults, children, and youth.
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 the first duty station, pre- and post-deployment, and events outlined in DoDI 1322.34.
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 online chat and customer-sponsored video communications, 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 assigned or appropriate contract activities.
Perform other duties as assigned.
Work closely with installation and military-branch Points of Contact to ensure the program is within scope and meets installation needs.