Certified Personal Financial Counselor
Company: Blue Rose Consulting Group, Inc.
Location: Cedar Rapids
Posted on: March 20, 2023
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.
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Keywords: Blue Rose Consulting Group, Inc., Cedar Rapids , Certified Personal Financial Counselor, Accounting, Auditing , Cedar Rapids, Iowa
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