Personal Financial Counselor

Federal Guardian•Little Falls, MN

5d•Onsite

About The Position

Personal Financial Counselors provide personal financial counseling services at military installations to service members and their families. The role covers a broad range of financial education and counseling, including individual 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 remains within scope and meets installation needs. They may counsel adults, children, and youth, and use virtual counseling or secure chat and video communications as an adjunct to in-person services when participants cannot attend in person. The position also includes managing duty-to-warn and restricted-reporting situations according to Department of War protocol, coordinating with leadership, and taking part in supervision, training, quality-improvement committees, and other contract activities. This is an office-based, in-person position with Federal Guardian, LLC, a merit-based employer and tobacco-free workplace. Employment is contingent upon successful background screening and may also require 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 service members and their adults, children, and youth.
Provide individualized financial counseling and assistance to service members and their families.
Help service members establish 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 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.
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, including secure chat and customer-sponsored secure video communications, as an adjunct to in-person counseling when needed.
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 and training, quality-improvement committees, and other contract activities.
Perform other duties as assigned.