Certified Personal Financial Counselor
Company: Zeiders Enterprises
Location: South Bend
Posted on: June 22, 2022
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Job Description:
Special Hiring Incentives!!!
This position qualifies for a hiring incentive. The successful hire
will receive either a one-time Sign-on Bonus in the amount of
$5,000 or a TBA (Temporary Business Allowance). The TBA is a
temporary allowance available to staff this position for a 6 month
minimum commitment, with the option to extend based on business
need.
Job 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.
* 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 Education and/or Experience 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 coupled with 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 describe
Keywords: Zeiders Enterprises, South Bend , Certified Personal Financial Counselor, Accounting, Auditing , South Bend, Indiana
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