F

Federal Guardian

Personal Financial Counselor

Full-Time
$60k - $75k/yr+ 401(k) Match
Mid
Bachelor's
Springfield, IL, USA
In Person
Finance & BankingWealth Management & Financial Advisory
No H1B Sponsorship
US Citizenship Required

About the job

Requirements
  • Must hold one of the following active certifications: AFC, ChFC, or CFP.
  • Must be a U.S. citizen and speak fluent English.
  • Must have a bachelor's degree or a combination of education and experience.
  • Must be able to obtain a favorably adjudicated Tier 1 investigation.
  • Must have over 1,000 hours of financial counseling experience.
Responsibilities
  • Provide the full breadth of personal financial counseling services to military service members and their families, including one-on-one counseling, consulting with commanders or staff, conducting briefings and educational presentations, and providing referral resources outside counseling sessions.
  • Work closely with installation and military branch points of contact to ensure the program is delivered within scope and meets installation needs.
  • 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 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 for youth and teens as part of on-base education.
  • Use virtual counseling or 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 service members and families cannot attend in person.
  • Manage duty-to-warn and restricted-reporting situations according to Department of Defense 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 activities.
  • Perform other duties as assigned.

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