Personal Financial Counselor

Federal Guardian•Casper, WY

20d•Onsite

About The Position

Personal Financial Counselors provide personal financial counseling services at military installations to service members and their families. Services include financial education and counseling through one-on-one sessions, 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. They may counsel adults, children, and youth, and use virtual counseling, secure chat, or customer-sponsored secure video communications as an adjunct to in-person counseling when participants cannot attend in person. The role also includes managing duty-to-warn and restricted-reporting situations according to Department of War protocol, coordinating with leadership, participating in supervision and training, and contributing to quality improvement and other contract activities. 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, and 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 management services 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 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 youth 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 appropriate as an adjunct to in-person counseling.
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.