Personal Financial Counselor

Federal Guardian•Wellesley, MA

1d•Onsite

About The Position

Personal Financial Counselors (PFC) provide personal financial counseling services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families. Services include financial education and counseling services that include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and educational presentations, or providing referral resources to a participant outside the context of a counseling session. Works closely with the installation and military branch Points of Contact (POC) to assure that the program is provided within scope and meets the needs of the installation. Furthermore, Personal Financial Counselors in this role will: 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 a variety of financial management classes/workshops on topics across the military lifecycle, including, but not limited to, arrival at 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. Effectively utilize virtual counseling or other modes of communication, such as secure chat, or video-based communications and secure video teleconference sponsored by the customer which may be offered as an adjunct to face-to-face counseling in situations where service members and families are unable to attend in person. Manage duty to warn and restricted reporting situations according to Department of War (DoW) protocol and staffs the cases with leadership. Communicate with leadership and participates in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned. Participate in regular in-services/training, quality Improvement committees or other contract activities as assigned/appropriate. All other duties as assigned.

Requirements

Must have one of the following active certifications: AFC ®; ChFC ®; or CFP ®.
Must be a U.S. citizen and speak fluent English.
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.
Must 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 a variety of financial management classes/workshops on topics across the military lifecycle, including, but not limited to, arrival at 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.
Effectively utilize virtual counseling or other modes of communication, such as secure chat, or video-based communications and secure video teleconference sponsored by the customer which may be offered as an adjunct to face-to-face counseling in situations where service members and families are unable to attend in person.
Manage duty to warn and restricted reporting situations according to Department of War (DoW) protocol and staffs the cases with leadership.
Communicate with leadership and participates in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned.
Participate in regular in-services/training, quality Improvement committees or other contract activities as assigned/appropriate.
All other duties as assigned.