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Personal Financial Counselor

Federal Guardian
Posted 25 days ago, valid for 18 days
Location

Sioux City, Woodbury, IA

Salary

$60,000 - $75,000 per year

Contract type

Full Time

Health Insurance
Paid Time Off
Life Insurance
Disability Insurance
Employee Assistance
Flexible Spending Account

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Sonic Summary

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  • Personal Financial Counselors (PFCs) provide financial counseling services to military service members and their families at military installations.
  • The role involves counseling, education, and the development of financial materials, along with conducting workshops on various financial topics.
  • Candidates must have a bachelor's degree or a combination of education and experience, along with 3+ years of financial counseling experience and an active certification such as AFCĀ®, ChFCĀ®, or CFPĀ®.
  • The starting annual salary for this position ranges from $65,000 to $75,000, with various benefits including health insurance and retirement planning.
  • Federal Guardian, LLC is an Equal Opportunity Employer and emphasizes a merit-based hiring process.

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 makeĀ available informational financial materials to service members and families.
  • Coordinate, publicize, and provideĀ Personal Financial Management classes/workshops onĀ topics across the military lifecycle, includingĀ arrival at first duty station, pre-Ā 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 otherĀ modes of communication, such as secureĀ chatĀ or video-based communications andĀ tele-conferencingĀ sponsored by the customer which may be offered when service membersĀ and families are unable to attend in person.
  • Manage duty to warn and restricted reporting situations according to Department of DefenseĀ (DoD) protocol and staffĀ the cases with leadership.
  • Communicate with leadership and participateĀ inĀ individual and group supervision, share insightsĀ regarding trends and issues on the installations to which the PFCĀ 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:Ā AFCĀ®;Ā ChFCĀ®; orĀ CFPĀ®.
  • Must be a U.S. citizen, speak fluent English, and possess a valid driver's license.
  • Bachelor’s degreeĀ ORĀ a combination of education and experience.
  • Be able to obtain a favorably adjudicated Tier 2Ā investigation.
  • 3+ years of financial counseling experience.


Starting Annual Salary: $65,000 - $75,000

Benefits:

  • Health / Dental / Vision insurance
  • 401(k) matching
  • Paid Time OffĀ + Federal holidays off
  • Low stress work environment
  • Health Savings Account (HSA)
  • Flexible Spending Account (FSA)
  • Employee Assistance Program (EAP)
  • Life insurance /Ā 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.




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