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Certified Personal Financial Counselor (Openings Nationwide and OCONUS!)

Employer
Zeiders Enterprises, Inc.
Location
Woodbridge, Virginia
Salary
Pay Range: $54,000 - $69,300
Closing date
Nov 27, 2022

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Job Role
Financial Advisor
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification
Preferred
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Job Details

**Openings available in the below states and countries**

Alaska, Arizona, California, Colorado, Connecticut, Florida, Georgia, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maryland, Maine, Michigan, Mississippi, North Carolina, North Dakota, New Hampshire, New Jersey, New Mexico, Nevada, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, Texas, Virginia, Washington, Wisconsin, West Virginia, Wyoming, Japan, South Korea

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.

Principal 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 to include 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. Other duties as assigned.

PFCs will traditionally provide support in one of three ways. Any combination of the three may be requested by the installation coordinator:

  1. 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.

Required Qualifications:

  • Zeiders is a COVID-19 vaccination-required company and requires all employees to be vaccinated or seek an approved accommodation for a protected reason (medical or religious) 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). A criminal history background check that includes a credit check, education and employment verification as well as an FBI fingerprint check are required to work in this program.

Desired Qualifications:

  • Previous military experience (including military spouses and/or as a service provider) Ability to travel up to 10% including some weekends with advanced notice. Ability to facilitate financial workshops and trainings to large groups and ability to tailor presentations to audiences as needed. Knowledge, skills, and abilities such as: Working knowledge of military, state, federal, and local resources. Understanding, sensitivity, and empathy for Service members and their family members. Ability to develop trusting helping relationships. Ability to work effectively with individuals and families from diverse racial, ethnic, and socioeconomic backgrounds. Ability to use sound professional judgment, ethical practice, and common sense. Ability to develop, implement, and evaluate financial needs of individuals and families.

Other Skills and Abilities: All 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.

Physical Demands: Sits, stands, bends, lifts, and moves intermittently during working hours. The employee must occasionally lift and/or move up to 40 pounds. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually quiet.

 

Zeiders Enterprises, Inc. is an Equal Opportunity Employer.

  

Pay Range: $54,000 - $69,300 

 

PLEASE NOTE: The Zeiders pay range for this job level is a general guideline only and not a guarantee of compensation or salary. Additional factors considered in extending an offer include (but are not limited to) location, as well as internal equity, alignment with market data, applicable bargaining agreement (if any), or other law. 

 

Company

Zeiders is about people helping people.  As a veteran-owned government contractor,  Zeiders delivers solutions to Defense, Federal and commercial customers with a focus on Military and Veteran communities. Certified professionals are making a difference every day providing personal financial coaching, counseling, and education at military installations and locations worldwide.  Our Mission is to deliver quality of life services and support that make a positive difference for individuals, families, organizations and communities.

Find Us
Telephone
7034969000
Location
2750 Killarney Drive, Suite 100
Woodbridge
Virginia
22192
United States
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