Personal Financial Counselor

DESCRIPTIVE SUMMARY Get ready to jump on board with the industry leader in the provision of wellness services to the military and veteran communities! The Bowen Group, a values-led, industry leader in telehealth, strategic communications, and wellness services and staffing, has an outstanding opportunity for a Personal Financial Counselor to join our team supporting the military community. We have several positions across the U.S. that we are looking to fill.

This is a part time as needed position. Possess a national certification as an Accredited Financial Counselor (AFC) OR Certified Financial Planner (CFP) OR Chartered Financial Consultant (ChFC)

Chicago- USNR, IL

CORE FUNCTIONS PFCs provide financial education and counseling services primarily to Service Members and their families affiliated with specific Navy Operational Support Centers members of the National Guard, Reserve, and Active Duty. Skills in :

• Identifying immediate and long-range measures to increase income, reduce household expenditures, and avoid additional financial burdens.
• Providing financial planning counseling to reduce, eliminate, and avoid debt and achieve financial goals.
• Teaching Service Members (and their families) money management techniques to encourage them to live within their means.
• Educating Service Members in 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.
• Teaching Service Members and their families how to save for emergencies, unanticipated contingencies, and both short and long-term goals.
• Supporting and educating individuals and families to help address specific needs, including the provision of appropriate resource referrals.

Ability to :

• Work independently to collaborate with government officials, network with Service Members, and set appointments. PFC's will traditionally provide support in one of three ways. Any combination of the three may be requested by the installation coordinator.
• 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
• 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.
• 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 families

EDUCATION AND EMPLOYMENT EXPERIENCE

• Education: High School or equivalent
• Work Experience: Have Three (3) years' experience in training development and delivery,public speaking, group presentations, and facilitation skills, preferably in adult education, medical or non-medical setting.
• Certification: Possess a national certification as an Accredited Financial Counselor (AFC) OR Certified Financial Planner (CFP) OR Chartered Financial Consultant (ChFC) and maintain CEU's and remain current on annual accreditation renewals.

Industry Knowledge:

• Previous military experience (including military spouses and/or as a service provider).
• Understanding, sensitivity, and empathy for Service Members and their family members.
• Knowledge of military benefits, resources, and services.
• Demonstrated experience in utilizing MS Office products (Excel, Word, PowerPoint).

The Bowen Group provides support to federal government clients. Some of these clients may require our employees to be fully vaccinated for COVID-19. Therefore, by applying for this position, you understand that you may be required to disclose your vaccination status as a condition of employment.

The Bowen Group is proud to be an equal opportunity employer, committed to recruiting, hiring, and promoting qualified people of all backgrounds, regardless of sex; race; color; creed; national origin; religion; age; marital status; pregnancy; physical, mental or sensory disability; sexual orientation; gender identity or any other basis protected by federal, state or local law. Learn more about your EEO rights as an applicant. The Bowen Group is committed to working with and providing reasonable accommodation to applicants with physical and mental disabilities. If you have a disability and require assistance with our online application process, please tell us how we can help by contacting us at [email protected] Note: This accessibility is intended for individuals requiring accommodations and should not be used to check on the status of your application. Inquiries not specific to requesting accommodation will be discarded. The Bowen Group participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.