Must hold one of the following active certifications: Accredited Financial Counselor (AFC), Chartered Financial Consultant (ChFC), or Certified Financial Planner (CFP).
Must be a U.S. citizen and speak fluent English.
Must have a 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.
Responsibilities
Provide personal financial counseling and management services directly 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 the 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 modes, such as secure online chat, video-based communications, or secure video teleconference sponsored by the customer, as an adjunct to face-to-face counseling when service members and families are unable to attend in person.
Manage duty-to-warn and restricted-reporting situations according to Department of War protocol and staff the 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, or other contract activities as assigned or appropriate.
Personal Financial Counselors (PFC) provide personal financial counseling services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families. Services include financial education and counseling services that may include one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and educational presentations, or providing referral resources to a participant outside the context of a counseling session. Works closely with the installation and military branch Points of Contact (POC) to assure that the program is provided within scope and meets the needs of the installation. Furthermore, Personal Financial Counselors in this role will:
Provide personal financial counseling and management services directly 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/workshops on topics across the military lifecycle, including, but not limited to, arrival at 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.
Effectively utilize virtual counseling or other modes of communication, such as secure online chat, or video-based communications and secure video teleconference sponsored by the customer which may be offered as an adjunct to face-to-face counseling in situations where service members and families are unable to attend in person.
Manage duty to warn and restricted reporting situations according to Department of War (DoW) protocol and staffs the cases with leadership.
Communicate with leadership and participates in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned.
Participate in regular in-services/training, quality Improvement committees or other contract activities as assigned/appropriate.
All other duties as assigned.
Other Job Requirements:
Must have one of the following active certifications: 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.
Be able to obtain a favorably adjudicated Tier 1 investigation.
Must have over 1,000 hours of financial counseling experience.
Salary: $60,000 - $70,000
Benefits:
401(k) matching
Health / Dental / Vision insurance
Employee assistance program (EAP)
Flexible spending account (FSA)
Health savings account (HSA)
Life insurance
Paid time off
Retirement plan
Tuition reimbursement
Work Location: Office / In person
Federal Guardian, LLC is a merit-based employer and a tobacco-free workplace. We are proud to be an Equal Opportunity Employer (Vet/Disabled). We make all employment decisions based solely on individual qualifications, technical skills, and performance. Every employee must understand, comply with, and attest to the security responsibilities and security controls unique to their position, as well as all applicable legal, regulatory, and contractual requirements, including the 2026 standards for merit-based hiring and all internal policies and procedures.
*The listed salary range reflects Federal Guardian’s good-faith estimate for this position at the time of posting. Final compensation will be based on job-related, merit-based factors, including experience, qualifications, licensure, demonstrated skills, role requirements, and budget.
**Employment, engagement, or assignment with Federal Guardian 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.