Personal Financial Counselor

Federal Guardian LLC•Fort Ripley, MN

22d•$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 covers a broad range of financial education and counseling, including individual sessions, consultations with commanders or other providers and staff, briefings, educational presentations, and referrals to outside resources. Counselors work closely with installation and military-branch Points of Contact to ensure the program stays within scope and meets installation needs. Counselors serve adults, children, and youth; provide individualized financial assistance; help service members prepare extended-absence financial plans; and develop informational materials. They coordinate and deliver financial-management classes and workshops across the military lifecycle, including at first duty stations, before and after deployments, and around personal and career events. They also respond to requests for age-appropriate classes and seminars for youths and teens. The role may use virtual counseling, secure chat, video communications, and customer-sponsored secure video teleconferencing as supplements to in-person counseling. Counselors manage duty-to-warn and restricted-reporting situations according to Department of War protocol, staff cases with leadership, communicate with leadership, and participate in individual and group supervision. They also participate in training, quality-improvement committees, and other contract activities, and perform other duties as assigned.

Requirements

Must hold one active certification: AFC®, ChFC®, or CFP®.
Must be a U.S. citizen and speak fluent English.
Bachelor’s degree, or a combination of education and experience that equips the individual to serve as a financial counselor.
Must be able to obtain a favorably adjudicated Tier 1 investigation.
Must have over 1,000 hours of financial counseling experience.
Must understand, comply with, and attest to position-specific security responsibilities and controls, as well as applicable legal, regulatory, contractual, and internal requirements.
Employment, engagement, or assignment is contingent upon successful completion of a background check and may be subject to credentialing, security, drug screening, and other customer, contract, or legal requirements, as permitted by applicable law.

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 provide financial-management classes and workshops on 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, video-based communications, and customer-sponsored secure video teleconferencing, as adjuncts to face-to-face 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 installation trends and issues.
Participate in in-services, training, quality-improvement committees, and other contract activities.
Perform other duties as assigned.
Work closely with installation and military-branch Points of Contact to ensure the program is provided within scope and meets installation needs.