Personal Financial Counselor Federal Guardian - 4.5 Sergeant Bluff, IA Job Details Full-time $65,000 - $75,000 a year 1 hour ago Benefits Health savings account Paid holidays Disability insurance Health insurance Dental insurance Flexible spending account Tuition reimbursement Paid time off Parental leave Employee assistance program Vision insurance 401(k) matching Life insurance Retirement plan Qualifications Individual / group counseling CFP English Driver's License Bachelor's degree Video conferences (communication methods) Full Job Description Personal Financial Counselors (PFCs) provide financial counseling services at military installations. Primary responsibilities include the full breadth of financial counseling to military service members and their families. Services include financial education and counseling that may involve one-on-one counseling, consultation with a commander or other staff, conducting briefings and educational presentations, or providing referral resources to a participant outside the context of a counseling session. PFCs work with the installation and military branch Points of Contact to ensure the program is provided in scope and meets the needs of the installation.

Furthermore, Personal Financial Counselors:

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 available informational financial materials to service members and families. Coordinate, publicize, and provide Personal Financial Management classes/workshops on topics across the military lifecycle, including arrival at 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. Possess the ability to utilize virtual counseling or other modes of communication, such as secure chat or video-based communications and tele-conferencing sponsored by the customer which may be offered when 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 staff the cases with leadership. Communicate with leadership and participate in individual and group supervision, share insights regarding trends and issues on the installations to which the PFC is assigned. Participate in regular in-service/training, quality Improvement committees, or other contract activities as appropriate. Other duties as assigned.

Job Qualifications:

Must have one of the following active certifications: AFC ®; ChFC ®; or CFP ®. Must be a U.S. citizen , speak fluent English, and possess a valid driver's license. Bachelor's degree OR a combination of education and experience. Be able to obtain a favorably adjudicated Tier 2 investigation. 3+ years of financial counseling experience.

Starting Annual Salary:

$65,000 - $75,000

Benefits :

Health / Dental / Vision insurance 401(k) matching Paid Time Off + Federal holidays off Low stress work environment Health Savings Account (HSA) Flexible Spending Account (FSA) Employee Assistance Program (EAP) Life insurance / Disability insurance Educational reimbursement Retirement planning

Work Setting :

Office Federal Guardian, LLC is a merit-based employer and a tobacco-free workplace. We are proud to be an Equal Opportunity Employer (Vet/Disabled). We make all employment decisions based solely on individual qualifications, technical skills, and performance. Every employee must understand, comply with, and attest to the security responsibilities and security controls unique to their position, as well as all applicable legal, regulatory, and contractual requirements, including the 2026 standards for merit-based hiring and all internal policies and procedures. •The listed salary range reflects Federal Guardian's good-faith estimate for this position at the time of posting. Final compensation will be based on job-related, merit-based factors, including experience, qualifications, licensure, demonstrated skills, role requirements, and budget. •Employment, engagement, or assignment with Federal Guardian is contingent upon successful completion of a background check and may be subject to credentialing, security, drug screening, and other customer, contract, or legal requirements, as permitted by applicable law.

Pay:

$65,000.00 - $75,000.00 per year

Benefits:

401(k) matching Dental insurance Employee assistance program Flexible spending account Health insurance Health savings account Life insurance Paid time off Parental leave Retirement plan Tuition reimbursement Vision insurance

Work Location:

In person