Personal Financial Counselor

Personal Financial Counselors (PFC) provide financial counseling services at military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families. Services may include one-on-one counseling, consulting 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 closely with the installation and military branch points of contact to assure the program is provided in scope and meets the needs of the installation. Furthermore, PFCs:

• 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/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 to youth and teens as part of on-base education.
• Utilize virtual counseling or other modes of communication, such as secure chat, or video-based communications and secure video teleconference sponsored by the customer which may be offered as an adjunct to face-to-face 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 participate in individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned.
• Participate in in-services, training, quality Improvement committees, or other activities.
• Other duties as assigned.

Other Job Requirements:

• Must have one of the following active certifications: AFC®; ChFC®; or CFP®.
• Must be a U.S. citizen and speak fluent English.
• Bachelor’s degree OR a combination of education and experience.
• Be able to obtain a favorably adjudicated Tier 1 investigation.
• Must have over 1,000 hours of financial counseling experience.

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

Benefits:

• Health / Dental / Vision insurance
• 401(k) matching
• Paid Time Off
• Health Savings Account (HSA)
• Flexible Spending Account (FSA)
• Employee Assistance Program (EAP)
• Life insurance / Disability insurance
• Retirement plan
• Tuition reimbursement

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.