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Certified Personal Financial Counselor

Company: Blue Rose Consulting Group, Inc.
Location: Norman
Posted on: January 19, 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.N34IZZeFuU

Keywords: Blue Rose Consulting Group, Inc., Norman , Certified Personal Financial Counselor, Accounting, Auditing , Norman, Oklahoma

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