Personal Financial Counselor
$65k - $75kFederal Guardian
Personal Financial Counselors (PFC) Provide personal financial counseling services to military service members and their families. Services include financial education and counseling that may encompass one‑on‑one counseling, consultation with a commander or other staff, conducting briefings and educational presentations, or providing referral resources to a participant outside the context of a counseling session. PFCs work closely with the installation and military branch points of contact to assure the program is provided within scope and meets the needs of the installation. Provide personal financial counseling and management services directly to service members and their families. Assist service members in establishing an extended absence financial plan. Develop and make available informational financial materials to service members and families. Coordinate, publicize, and provide Financial Management classes/workshops on topics across the military lifecycle, including arrival at first duty station, pre‑ and post‑deployment, and personal and career events outlined in DoDI 1322.34. Respond to requests for age‑appropriate classes or seminars. Ability to utilize virtual counseling or other modes of communication, such as secure online chat, or video-based communications and secure video teleconference sponsored by the customer. Virtual support may only be authorized by the OSD FINRED Program office. Manage duty to warn and restricted reporting situations according to Department of Defense (DoD) protocol and staffs the cases with leadership. Communicate with leadership and participate in individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned. Participate in in‑services / training, quality Improvement committees , or other contract activities. All other duties as assigned. Other Job Requirements Must have one of the following active certifications: AFC ®, ChFC ®, or CFP ®. Must be a U.S. citizen, speak fluent English, and possess a valid driver's license. Bachelor’s degree OR a combination of education and experience. Be able to obtain a favorably adjudicated Tier 2 investigation. Must have over 1,000 hours of financial counseling experience. Starting Annual Salary $65,000 - $75,000 Benefits Health / Dental / Vision insurance 401(k) matching Paid Time Off Health Savings Account (HSA) Flexible Spending Account (FSA) Employee Assistance Program (EAP) Life insurance / Disability insurance Retirement plan Tuition reimbursement Work Setting Office / In person Federal Guardian, LLC is a merit‑based employer and a tobacco‑free workplace. We are proud to be an Equal Opportunity Employer (Vet/Disabled). We make all employment decisions based solely on individual qualifications, technical skills, and performance. Every employee must understand, comply with, and attest to the security responsibilities and security controls unique to their position, as well as all applicable legal, regulatory, and contractual requirements, including the 2026 standards for merit‑based hiring and all internal policies and procedures. #J-18808-Ljbffr
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$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern... ...resources across our culture to ensure that you experience personal and professional growth in this program. With interest,...PersonalFull timeContract workFor contractorsInternshipLocal areaFlexible hours- ...Default: Location : City BUFFALO GROVE Overview The purpose of the Financial Representative is to meet the needs of middle-income clients by... ...clients and making initial contacts. Contacts and secures in-person appointments with prospective and existing clients for the...PersonalWork at officeLocal area
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...have an opportunity to contribute to the company’s success. As a Personal Banker within PNC's Retail Banking organization, you will be... ...by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer...PersonalFull timeTemporary workPart timeWork experience placementWork at office$65k - $75k
Personal Financial Counselors (PFC) Provide personal financial counseling services to military service members and their families. Services include financial education and counseling that may encompass one‑on‑one counseling, consultation with a commander or other staff,...PersonalContract workWork at officeFlexible hours$35.75k - $52.04k
## Personal Banker IApplyremote type: In-officelocations: Galena ILtime type: Full timeposted on: Posted Todayjob requisition id: R-8... ...product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being...PersonalLocal areaFlexible hoursAfternoon shift$48.5k - $60k
...clients’ places of business Client Service and Maintenance Open new personal and business accounts Perform maintenance on accounts... ...signer and beneficiary updates, etc. Counseling clients on their financial needs by making recommendations where necessary and appropriate...PersonalFull timeFlexible hours$41.71k - $69k
...Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works... ..., and risk guidelines.Makes credit recommendations for personal lending transactions, including home financing, in accordance...PersonalContract workPart timeLocal areaImmediate startDay shift- ...collaborative environment that openly celebrates all cultures and affords personal and professional growth opportunities. Learn more at Overview of Job Function Job Summary: Integral part of the Financial Planning and Analysis team. Responsibilities include financial...PersonalLocal areaShift work
$80k
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...environment. Position Summary The Credit Analyst supports the company’s financial stability by reviewing customer credit applications, managing... ...: Life, Disability, Pet Paid Time Off: Holidays, Vacation, Personal, Parental 401k with 3% Employer Contribution Disclaimer This...PersonalFull timeWork experience placement$20 - $24 per hour
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...Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet... ...(EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age,...PersonalFull timeTemporary workPart timeWork experience placementWork at officeShift work- ...welcoming and helpful environment Assist customers with the various financial transactions including but not limited to inquiries regarding... ...applicable bank products via the telephone or to customers in person Maintain a clear understanding of when to put a "hold" on...PersonalFull timeTemporary workBank staffWork at officeImmediate startMonday to FridayFlexible hoursNight shiftDay shift
$15.38 - $21.15 per hour
...Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet... ...(EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age,...PersonalPart timeWork experience placement$59k - $77k
...a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all... ...as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ...PersonalTemporary workFlexible hours$20 - $25 per hour
...savings withdrawals and cash checks by verifying endorsements, reviewing bank accepted identification and ensure check validity Issue personal money orders and cashier’s checks Process ATM, incoming mail and Night Depository deposits. Buy and sell currency from the vault...PersonalHourly payFlexible hoursNight shift$78.4k - $136.95k
...Senior Financial Planning & Process Improvement Analyst Join Wolters Kluwer's GBS Finance team and help drive financial performance,... ...and programs to help meet your needs and balance your work and personal life, including but not limited to: Medical, Dental, & Vision...Personal- ...sitting, lifting patients, and restraining patients as necessary. Excellent interpersonal and customer service skills. Proficient with personal computers and software, including Microsoft Excel, Word, Outlook, and PowerPoint. Demonstrates initiative, self-direction,...PersonalFull timeImmediate startWeekend work
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...challenging, progressive and inclusive work environment which fosters personal leadership, career growth and development for every employee.... ...world. Job Description CDM Smith is seeking a Senior Financial Analyst to join our Corporate FP&A Team! This role supports...PersonalH1b$90k - $114k
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...the opportunity? Expand and deepen the network of Independent Financial Advisors, CPAs and attorneys referring clients to Rochdale and... ...assess and recommend a course of action Highest level of both personal and professional demeanor and ethical behavior What’s in It for...PersonalRemote work$65k - $75k
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