Personal Financial Counselor

Federal Guardian LLC•Riverside, IL

6d•$60,000 - $70,000•Onsite

About The Position

Personal Financial Counselors provide personal financial counseling services at assigned military installations, serving military service members and their families. The role delivers a broad range of financial education and counseling, including individual counseling, consultation 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 remain within scope and address installation needs. The counselor provides individualized financial counseling and management services to service members and their families, including adults, children, and youth; supports extended-absence financial planning; develops and distributes informational materials; and coordinates and delivers classes and workshops on financial topics throughout the military lifecycle. The role may also provide age-appropriate classes for youth and teens and use secure virtual communication as an adjunct to in-person counseling when participants cannot attend in person. Additional responsibilities include handling duty-to-warn and restricted-reporting situations under DoD protocol, consulting with leadership, participating in individual and group supervision, sharing installation trends and issues, and attending training, quality-improvement committees, and other contract activities as assigned. The position is office-based and in person. Employment is contingent on successful completion of a background check and may be subject to credentialing, security, drug-screening, and other applicable requirements.

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 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, 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 youth and teens as part of on-base education.
Use virtual counseling and other communication methods, such as secure chat, video-based communications, and customer-sponsored secure video teleconference, as an adjunct to face-to-face counseling when participants cannot attend in person.
Manage duty-to-warn and restricted-reporting situations according to DoD 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-service training, quality-improvement committees, and other contract activities as assigned or appropriate.
Perform other duties as assigned.