Certified Personal Financial Counselor
Company: Blue Rose Consulting Group, Inc.
Location: Bismarck
Posted on: January 19, 2023
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Job Description:
Blue Rose Consulting Group, Inc. is hiring Certified Personal
Financial Counselors (PFC's) to provide counseling services and
support to military service members and their families.Program
Summary:The Personal Financial Counselor (PFC) program is seeking
qualified individuals to work full-time with Service Members and
their families on personal financial issues such as budget
planning, credit management and debt reduction, as well as
retirement and estate planning. These full-time positions are
located on military installations throughout the continental Unites
States and selected overseas locations.Responsibilities:The
majority of Service Members and their families will require
financial counseling and education to assist with establishing a
basic level of financial literacy, good financial behavior and
habits, long term financial planning including retirement planning.
The PFCs will be responsible for:Identifying immediate and
long-range measures to increase income, reduce household
expenditures, and avoid additional financial burdens.Personal
budget/financial planning to reduce, eliminate, and avoid debt and
to achieve solvency and stability.Teaching Service members (and
their families) money management techniques to encourage them to
live within their means.Understanding credit, finance charges,
interest rates and the implications of only paying the minimum
amount each month.Educating military families on the importance of
maintaining excellent credit histories and ratings.Establishing,
monitoring, and protecting their credit.Teaching Service Members to
make informed decisions and to be aware of associated costs such as
insurance, maintenance, fuel costs, etc.Educating and counseling
Service Members about their retirement systems and providing
financial models to assist them in establishing a comprehensive
retirement plan.Assisting with tax planning.Teaching Service
Members and their families how to save for emergencies,
unanticipated contingencies, and both short and long-term
goals.PFCs will traditionally provide support in one of three ways.
Any combination of the three may be requested by the installation
coordinator.Face-to-Face financial counseling: PFCs support and
educate individuals and families to help address specific needs,
including provision of appropriate resource referrals.Financial
briefings: Facilitate briefings designed to promote awareness and
educate Service Members and their families on various personal
finance topics. PFCs facilitate requested briefings using a library
of approved presentations and handouts on a variety of financial
topics.Resource table: PFCs perform outreach and engage event
attendees in conversations about setting financial goals, guidance
to appropriate resources, as well as discussions on all areas of
personal finance.Must be able to work independently to collaborate
with government officials, network with Service Members, and set
appointments.Complete weekly reports, as instructed.Facilitate
financial workshops and training to large groups and ability to
tailor presentations to audiences as needed.Use sound professional
judgment, ethical practice, and common sense. Developing,
implementing, and evaluating financial needs of individuals and
familiesOther duties as assigned.Required Qualifications:A minimum
of a Bachelor's degree OR a combination of education and related
experience equivalent to a Bachelor's degree OR four years'
equivalent related experience.3+ years of experience in financial
counseling or education.A national certification as an Accredited
Financial Counselor (AFC) OR Certified Financial Planner (CFP) OR
Chartered Financial Consultant (ChFC).Counselors shall maintain a
valid, unrestricted motor vehicle license.Demonstrated experience
in utilizing MS Office products (Excel, Word,
PowerPoint).Successfully pass a criminal history background check
that includes a credit check, education and employment verification
as well as a FBI fingerprint check are required to work in this
program.In accordance with our government client's regulations, you
must be fully vaccinated against COVID-19 or be able to receive a
religious or medical waiverAll positions that require access to
U.S. Government facilities and systems require U.S. Citizenship,
and reliable transportation to travel to assigned locations and
nearby facilities.Ideal Candidates will also have:Previous military
experience (including military spouses and/or as a service
provider)Ability to travel up to 10% including some weekends with
advanced notice.LGUWsCzp69
Keywords: Blue Rose Consulting Group, Inc., Bismarck , Certified Personal Financial Counselor, Accounting, Auditing , Bismarck, North Dakota
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