Personal Financial Counselor, PFC - Bakersfield, CA
Job Overview
Employment Type
Full-time
Compensation
Type:
Salary
Rate:
Range $45,000.00 - $60,000.00
Work Schedule
Standard Hours
Benefits
Health Insurance
Dental Insurance
Life insurance
Paid Time Off
Short-Term Incentives
voluntary benefits
Comprehensive benefits package
Job Description
Our organization is committed to supporting military-affiliated job seekers, including Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers. We collaborate with partner companies to source qualified talent for a variety of roles tailored to fit the unique needs of our military community. This particular opportunity is an on-site position based at a military installation in Bakersfield, CA, emphasizing personal financial counseling and comprehensive financial management services specifically designed to support military service members and their families. The salary range for this role is competitive, with a minimum of $53,125 and a maximum of... Show More
Job Requirements
- Bachelor's degree or equivalent combination of education and experience
- 3+ years of financial counseling experience
- U.S. citizenship
- Fluent English speaking ability
- Ability to obtain a favorably adjudicated Tier 2 background investigation
- Certification as AFC, CFP, or ChFC
- Must be able to pass the Congressionally Mandated Disclosures for OCI process
- Bilingual in English and Spanish if required by contract
Job Qualifications
- Bachelor's degree required or associate degree plus 4 years' experience or high school diploma plus 6 years' experience
- 3+ years of financial counseling experience
- Must be a U.S. citizen and fluent in English
- Certification as Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)
- Ability to obtain a favorably adjudicated Tier 2 investigation
- Ability to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process
- Bilingual in English and Spanish if required by contract
Job Duties
- Provide personal financial counseling and management services directly to service members and their families
- Assist service members in establishing a spending plan for extended absences
- Develop and distribute informational financial materials to service members and families
- Coordinate, publicize and provide a wide variety of Personal Financial Management classes and workshops
- Deliver age-appropriate classes or seminars
- Utilize virtual counseling or other electronic communication modes effectively
- Manage duty to warn situations according to Department of Defense protocol
Job Qualifications
Experience
Mid Level (3-7 years)