Personal Financial Counselor

Federal Guardian LLC•Hartford, CT

21d•$65,000 - $75,500•Onsite

About The Position

Personal Financial Counselors (PFCs) provide personal financial counseling services at assigned military installations, serving military service members and their families. Services span 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. PFCs work closely with installation and military branch Points of Contact to ensure the program operates within scope and meets installation needs. Counselors provide services to adults, children, and youth of service members; offer individualized financial 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 covering 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. They also respond to requests for age-appropriate youth and teen classes or seminars as part of on-base education. Counselors use virtual counseling and other communication methods, including secure online chat, video-based communications, and customer-sponsored secure video teleconferences, 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. They communicate with leadership, participate in individual and group supervision, share information about installation trends and issues, and take part in in-service training, quality-improvement committees, and other assigned or appropriate contract activities. Other duties may be assigned. The position is office-based and in person. 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, as permitted by law.

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 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 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, such as secure online chat, video-based communications, and secure video teleconference, when appropriate.
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 trends and issues at assigned installations.
Participate in in-service training, quality-improvement committees, and other assigned or appropriate contract activities.
Perform other duties as assigned.