Personal Financial Counselor - Hartford, United States - Federal Guardian

Federal Guardian
Federal Guardian
Verified Company
Hartford, United States

1 week ago

Mark Lane

Posted by:

Mark Lane

beBee recruiter


Description
This position will 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 at military installations.

Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and 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 makes available informational financial materials to service members and families.
  • Coordinate, publicize, and provide a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre and postdeployment, and personal and career events outlined in DoDI
  • Respond to requests for ageā€appropriate classes or seminars to youths and teens as part of onbase education.
  • Possess the skills to effectively utilize virtual counseling or other electronic modes of communication, such as web based, secure online chat, or videobased communications and secure video teleconference sponsored by the customer which may be offered as an adjunct to facetoface 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 Defense (DoD) 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 inservices/training, quality Improvement committees or other contract activities as assigned/appropriate.
  • All other duties as assigned.

Other Job Requirements:


  • Must be a U.S. citizen and speak fluent English.
  • Bachelor's degree or have 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 the following active certification: AFC; ChFC; or CFP.
  • Must have over a thousand hours of financial counseling experience.
  • Federal Guardian, LLC is proud to be an Equal Opportunity Employer and a Tobaccofree workplace. EOE/M/F/Vet/Disabled. Every employee must understand, comply with and attest to the security responsibilities and security controls unique to their position; and comply with all applicable legal, regulatory, and contractual requirements and internal policies and procedures._

Pay:
$65, $75,335.00 per year


Benefits:


  • 401(k)
  • 401(k)
matching

  • Dental insurance
  • Employee assistance program
  • Health insurance
  • Health savings account
  • Paid time off
  • Vision insurance

Schedule:

  • 8 hour shift
  • Monday to Friday

License/Certification:

  • AFC, ChFC, or CFP (required)

Work Location:
In person

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