Full-Time

Personal Financial Counselor

Federal Guardian

Federal Guardian

Compensation Overview

$65k - $77.5k/yr

+ 401(k) matching

No H1B Sponsorship

Westfield, MA, USA

In Person

US Citizenship Required

Bachelor's

Category
Finance & Banking (1)
Required Skills
Public Speaking
Requirements
  • Must hold one of the following active certifications: Accredited Financial Counselor (AFC), Chartered Financial Consultant (ChFC), or Certified Financial Planner (CFP).
  • Must be a United States citizen.
  • Must speak fluent English.
  • Must have a Bachelor's degree or an equivalent 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 the full breadth of personal financial counseling services to military service members and their families, including one-on-one counseling, consultations, briefings, educational presentations, and referral resources.
  • Work closely with installation and military branch points of contact to ensure the program is provided 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 available informational financial materials to service members and families.
  • Coordinate, publicize, and provide financial management classes and workshops across the military lifecycle, including arrival at a first duty station, pre- and post-deployment, and personal and career events outlined in Department of Defense Instruction 1322.34.
  • Respond to requests for age-appropriate classes or seminars for youth and teens as part of on-base education.
  • Utilize virtual counseling and other communication modes, such as secure online 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 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-service training, quality-improvement committees, and other contract activities as assigned or appropriate.
  • Perform other duties as assigned.

Company Size

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