F

Federal Guardian

Personal Financial Counselor

Full-TimePosted on 10/20/2026
$62k - $80k/yr
Mid
Bachelor's
Casper, WY, USA
In Person
Finance & BankingWealth Management & Financial Advisory
No H1B Sponsorship
US Citizenship Required

About the job

Requirements
  • Hold an active AFC, ChFC, or CFP certification.
  • 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 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 youths and teens as part of on-base education.
  • Effectively use virtual counseling or other communication modes, such as secure chat or video-based communications and secure video teleconference sponsored by the customer, as an adjunct to face-to-face counseling when service members and families cannot 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 individual and group supervision, sharing information about 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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