Personal Financial Counselor

Federal Guardian LLC•Little Falls, MN

21d•$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 includes the full breadth of financial education and counseling, delivered through one-on-one counseling, consultations with commanders or other providers and staff, briefings and educational presentations, and referrals to resources outside counseling sessions. The counselor works closely with installation and military branch Points of Contact to ensure the program stays within scope and meets installation needs. Counselors may provide services to adults, children, and youth of service members; offer individualized financial counseling and assistance; help service members establish financial plans for extended absences; and develop and distribute financial information. They coordinate, publicize, and deliver 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. They also respond to requests for age-appropriate education for youths and teens. The position uses virtual counseling and other communication methods, including secure chat and customer-sponsored video communications, as an adjunct to in-person counseling when participants cannot attend face-to-face. Counselors manage duty-to-warn and restricted-reporting situations in accordance with Department of War protocol, consult with leadership on cases, communicate trends and issues through supervision, and participate in training, quality-improvement committees, and other contract activities. Other duties may be assigned. The position is based in an office and is performed in person. Employment is contingent upon successful completion of a background check and may also be subject to credentialing, security, drug screening, or other customer, contract, or legal requirements.

Requirements

Hold at least one active certification: AFC®, ChFC®, or CFP®.
Be a U.S. citizen.
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 informational financial materials available to service members and families.
Coordinate, publicize, and provide financial management classes and workshops covering topics across the military lifecycle, including first duty station arrival, 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, such as secure chat and customer-sponsored video 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 trends and issues at assigned installations.
Participate in in-services, training, quality-improvement committees, and other contract activities.
Perform other duties as assigned.