Personal Financial Counselor

Federal Guardian LLC•Bangor, ME

2d•$65,000 - $73,500•Onsite

About The Position

Personal Financial Counselors provide personal financial counseling services at assigned military installations to service members and their families. They deliver the full breadth of personal financial counseling and education, including individual counseling, consultations with commanders or other providers and staff, briefings, educational presentations, and referrals to resources outside counseling sessions. Counselors work closely with installation and military branch Points of Contact to ensure services remain within scope and meet installation needs. The role also includes virtual counseling and other secure communication methods when participants cannot attend in person, as well as case handling under Department of War protocols and regular communication and supervision with leadership.

Requirements

Hold at least one active certification: 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 to adults, children, and youth of service 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 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 youth 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 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 regular individual and group supervision, sharing information about trends and issues at assigned installations.
Participate in regular in-services and training, quality-improvement committees, and other contract activities as assigned or appropriate.
Perform all other duties as assigned.