Talent.com
Federal Guardian
Personal Financial CounselorFederal Guardian • Cedar Rapids, IA, US
Personal Financial Counselor

Personal Financial Counselor

Federal Guardian • Cedar Rapids, IA, US
30+ days ago
Job type
  • Full-time
  • Quick Apply
Job description

Personal Financial Counselors (PFC) 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.

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 educational 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 make available informational financial materials to service members and families.
  • Coordinate, publicize, and provide a wide variety of financial management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, 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 for youth and teens as part of on-base education.
  • Effectively utilize virtual counseling or other modes of communication, such as secure online 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 War (DoW) 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 in-services/training, quality Improvement committees or other contract activities as assigned/appropriate.
  • All 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 that equips the individual to serve as a financial counselor.
  • Be able to obtain a favorably adjudicated Tier 1 investigation.
  • Must have over 1,000 hours of financial counseling experience.

Salary :

  • $60,000 - $70,000 Benefits : 401(k) matching Health / Dental / Vision insurance Employee Assistance Program (EAP) Flexible spending account Health savings account Life insurance Paid time off Retirement plan Tuition reimbursement Work Location : Office / In person 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.
  • Powered by JazzHR
Create a job alert for this search

Personal Financial Counselor • Cedar Rapids, IA, US

Similar jobs

Financial Advisor

Northwestern MutualCoralville, IA, United States
Full-time

Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go... Show more

 • Promoted

Family Medicine | $450K Year One | 8 Weeks PTO | Midwest

The Medicus FirmCedar Rapids, IA, US
Full-time

Day Week & 8-Weeks PTO + Holidays.Midwest Charm with Big City Convenience.Day Workweek with 8 Weeks PTO + Holidays!.New Comprehensive Care Center with private office.State-of-the-art technology and... Show more

 • Promoted

A Calling Like No Other

U.S. Marine CorpsQuasqueton, IA, US
Full-time

Those who put others before themselves.Who can rise up in the face of danger.This country we call home has been our haven of safety for 250 years.And it's up to us to keep it that way.There's a goo... Show more

 • Promoted

Nurse Practitioner (NP) - Family Practice - $110,000 to $120,000 per year in Marshall County, IA

LocumJobsOnlineCedar Rapids, Iowa, US
$110,000.00 yearly
Full-time

Nurse Practitioner | Family Practice.LocumJobsOnline is working with Opportunity Healthcare to find a qualified Family Practice NP in Marshall County, Iowa, 50158!.Family Nurse Practitioner job in ... Show more

 • Promoted

Travel Nurse RN - Psych - $1,833 to $2,036 per week in Central Iowa, IA

TravelNurseSourceCentral Iowa, IA, US
$1,833.00 weekly
Full-time

TravelNurseSource is working with All Medical Personnel to find a qualified Psych RN in Central Iowa, Iowa, 50009!.Psychiatric unit nurses are usually assigned a caseload of patients and provide di... Show more

 • Promoted

Make a Life-Changing Impact – Surrogate Mothers Needed (Nurses & Social Workers Welcome)

Surrogacy PlusNorth Liberty, IA, US
Full-time

If you've built your life around caring for others — as a nurse, social worker, mother, or in another helping profession — surrogacy offers a powerful way to extend that calling.As a gestational su... Show more

 • Promoted

Travel Physical Therapist (PT) - $1,670 per week in Bloomfield, IA

AlliedTravelCareersCedar Rapids, Iowa, US
$1,670.00 weekly
Full-time

AlliedTravelCareers is working with Luvo Healthcare to find a qualified Physical Therapist (PT) in Bloomfield, Iowa, 52537!.Luvo Healthcare is seeking a Physical Therapist for a travel assignment i... Show more

 • Promoted

Financial Advisor

Dupaco Community Credit UnionCedar Rapids, IA, United States
Full-time

We believe financial guidance should feel personal, empowering, and rooted in trust.Our mission is simple: help our members build a life worth loving, and as a Financial Advisor, you'll play a dire... Show more

 • Promoted

Remote Job $790/wk - Hiring Focus Group Panelists

MaxionIowa City, IA, US
Remote
Full-time +2

Want to make extra money on YOUR schedule? Join our exclusive list of research study participants and .Perfect for anyone seeking remote, part-time, or temporary work, these opportunities require .... Show more

 • Promoted

Give the Gift of Life – Surrogates Needed, Earn Up to $115,000!

Giving Tree SurrogacyCenter Point, IA, US
Full-time +1

We are looking for a passionate individual with a sense of responsibility and willingness to help create families to join us as a surrogate.In this role, you will be instrumental in supporting indi... Show more

 • Promoted

Personal Shopper - Sam's

Wal-MartCedar Rapids, IA, United States
Full-time +1

Develops and supports Membership by providing information on Membership benefits promoting the value of Company products and services processing Memberships upgrades and credit accounts participati... Show more

 • Promoted

Licensed Professional Counselor

HeadwayCedar Rapids, IA, US
Full-time

Licensed Professional Counselor (LPC).Licensed Professional Counselor — Are you ready to launch or expand your private practice? .Headway is here to help you start accepting insurance with ease, in... Show more

 • Promoted

Sales Professional

Mattress FirmCentral City, IA, US
Full-time

Employee will support stores in the following locations: Cedar Rapids, IA; Coralville, IA.IMPORTANT NOTICE FOR INTERNAL APPLICANTS ONLY:.Internal applicants MUST apply to the internal job posting t... Show more

 • Promoted

Customs and Border Protection Officer (CBPO) - Entry Level New Hire Sign-On and Retention Incentives

U.S. Customs and Border ProtectionCenter Point, IA, US
Full-time

Customs and Border Protection Officer (CBPO) .Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of... Show more

 • Promoted

Financial Services Representative - State Farm Agent Team Member

Chad Burtch - State Farm AgentIowa City, IA, United States
Full-time

Competitive base pay + uncapped commission structure.Top first-year producers can exceed $100,000+.You May Be a Great Fit as a Business Development Representative at Chad Burtch State Farm if:.You ... Show more

 • Promoted

Financial Advisor

Northwestern Mutual Life Insurance CompanyCoralville, IA, United States
Full-time

Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go... Show more

 • Promoted

Selective Surrogacy Opportunity — Premium Support & Compensation

Roots SurrogacyCenter Point, IA, US
Full-time

Roots Surrogacy is seeking exceptional women for a highly supported, premium surrogacy experience.We work with intended parents who are deeply invested in creating a respectful, connected, and well... Show more

 • Promoted

Physical Therapist

Vibra TravelsCedar Rapids, IA, United States
Full-time

VIBRA TRAVELS is looking for a CORPORATE TRAVEL PHYSICAL THERAPIST to join our team.We look for therapists with experience in the outpatient setting.Benefits/Perks of working with VIBRA TRAVELS:.Wo... Show more

 • Promoted

Associate Financial Advisor

Nicolet National BankIowa City, IA, US
Full-time

At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making.Our Core Values drive everything we... Show more

 • Promoted

Voya Financial Cedar Rapids

Voya Financial AdvisorsCedar Rapids, IA, United States
Full-time

Financial Professional Opportunity.Financial Professional to join our team in the greater Cedar Rapids area to work plan sponsor relationships, in tax exempt markets and retail.This position will b... Show more