Personal Financial Counselor

Federal Guardian LLC•Duluth, MN

2d•$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 provides the full breadth of personal financial 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. The counselor works closely with installation and military branch Points of Contact to ensure the program stays within scope and meets installation needs. The role also includes providing financial counseling to adults, children, and youth; helping service members and families with individualized financial needs and extended-absence financial plans; developing informational materials; and coordinating and delivering classes and workshops across the military lifecycle. Counselors may deliver age-appropriate seminars to youth and teens and use secure chat, video communication, or customer-sponsored secure video teleconference as an adjunct to in-person counseling. They manage duty-to-warn and restricted-reporting situations according to Department of War protocol, communicate trends and issues to leadership, participate in supervision and training, and support quality-improvement committees and other contract activities.

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 directly to service members’ adults, children, and youth.
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, 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 modes, including 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 Department of War protocol and staff cases with leadership.
Communicate with leadership and participate in individual and group supervision, sharing information about installation trends and issues.
Participate in in-services, training, quality-improvement committees, and other contract activities.
Perform other duties as assigned.