Personal Financial Counselor

Federal Guardian•Fort Riley, KS

11d•Onsite

About The Position

Personal Financial Counselors provide personal financial counseling services at military installations to 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. Counselors work closely with installation and military branch Points of Contact to ensure the program stays within scope and meets installation needs. The role includes providing counseling and financial management services to adults, children, and youth; assisting service members and families with individualized financial needs and extended-absence financial plans; developing and sharing financial materials; and coordinating and delivering classes and workshops throughout the military lifecycle. Counselors may also provide age-appropriate classes for children and teens and use secure virtual communication as an adjunct when in-person counseling is not possible. Counselors manage duty-to-warn and restricted-reporting situations according to Department of War protocol, consult with leadership, participate in individual and group supervision, share installation trends and issues, and take part in training, quality-improvement committees, and other contract activities. Other duties may be assigned. Employment is contingent on a successful background check and may require credentialing, security, drug screening, or other customer, contract, or legal requirements.

Requirements

Hold one of the following active certifications: 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 financial 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 deliver 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 youths and teens as part of on-base education.
Use virtual counseling and other communication methods, such as secure chat and customer-sponsored secure video teleconferencing, when in-person attendance is not possible.
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 contract activities.
Perform other duties as assigned.