F

Federal Guardian

Personal Financial Counselor

Full-Time
$65k - $75k/yr+ 401(k) match
Mid
Bachelor's
Bradfordton, IL, USA
In Person
Finance & BankingWealth Management & Financial Advisory
No H1B Sponsorship
US Citizenship Required

About the job

Requirements
  • Must hold an active AFC, ChFC, or CFP certification.
  • Must be a U.S. citizen and speak fluent English.
  • Must possess a valid driver's license.
  • Must have a bachelor's degree or a combination of education and experience.
  • Must be able to obtain a favorably adjudicated Tier 2 investigation.
  • Must have over 1,000 hours of financial counseling experience.
Responsibilities
  • Provide personal financial counseling and management services directly to service members and their 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 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.
  • Use virtual counseling or other communication modes, such as secure online chat, video-based communications, and secure video teleconference sponsored by the customer, when authorized by the OSD FINRED Program office.
  • Manage duty-to-warn and restricted-reporting situations according to Department of Defense protocol and staff the cases with leadership.
  • Communicate with leadership and participate in individual and group supervision, sharing information regarding trends and issues on assigned installations.
  • Participate in in-services, training, quality improvement committees, or other contract activities.
  • Perform other duties as assigned.

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