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
$75k - $250k
...Description: The Financial Advisor will serve as a trusted advisor to clients, providing expertise in investment management, financial... ...and business development. The primary objective is to build personal relationships with existing clients and guide them in...Personal- ...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
$1,000 per month
...Northwestern Mutual College Financial Representative InternshipCollege 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$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune... ...to accelerate trust and create personalized, comprehensive strategies to help clients... ...CRPC™ or Chartered Retirement Planning Counselor™ At Edward Jones, we are building a place...PersonalWork at officeWork from homeHome officeFlexible hours- ...seeking a highly organized, detail-oriented, and client-focused financial advisor assitant to join our wealth management practice in... ...with a firm that has your best interests at heart and does so with a personal touch, M-G Financial is here for you! #J-18808-Ljbffr...PersonalWork at office
- ...phone. You will process transactions, identify customer needs, and help in resolving end-to-end inquiries while building meaningful personal connections. This role favors candidates with prior teller or retail sales experience and offers growth and upward mobility. #J-18...Personal
- ...analytical and interpersonal skills Detail-oriented Ability to use a personal computer and job-related software MS Word - Basic Level MS... ...of teamwork. A history of success. As a leading diversified financial services company, F.N.B. Corporation (FNB) offers a wide range...PersonalWork at office
$17 - $28.96 per hour
...this role, you'll process transactions, assist customers with financial needs, and introduce solutions that help them achieve their... ....* Open new accounts and build lasting relationships through personalized service.* Partner with specialists across insurance, mortgage...PersonalImmediate startRemote work$19 - $20 per hour
...ask for an accommodation or an alternative application process. Personal Banker Full Time Springfield, IL, US Salary Range: $19.00 To $... ...Banker About the Role The Personal Banker serves as a trusted financial partner to our customers by building relationships,...PersonalHourly payFull timeTemporary workWork at officeLocal area$37.62k
...taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you... ...cash line and on the phone, and contributing to improving the financial wellness of our customers. The purpose of this role is to create...PersonalFull timeFlexible hours$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a... ...diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest,...PersonalFull timeInternshipLocal areaFlexible hours$41.25k - $68.75k
...Personal BankerAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united... ...by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer...PersonalFull timeTemporary workPart timeWork experience placementWork at officeShift work$49.5k - $82.5k
...experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow... ...Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age,...PersonalTemporary workWork experience placementWork at office$80k - $90k
...Merrill Advisor Development Program - Financial Advisor Merrill Wealth Management is a leading provider of comprehensive wealth management... ...help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs...PersonalInterim roleWork at officeLocal areaImmediate startShift workDay shift- ...Union is seeking a highly motivated and experienced professional to join our team in the capacity of Member Service Representative/Personal Banker. This position serves our membership by way of opening various account services, as well as consumer lending. Qualified...Personal
- ...Financial Services Representative State Farm Agent Team Member As a Financial Services Representative State Farm Agent Team Member... ...Salary plus commission/bonus Paid time off (vacation and personal/sick days) Growth potential/Opportunity for advancement within...PersonalFor contractorsWork at office
- ...Hall Financial Loan Officer You've put in the hard work to become a licensed Loan Officer, and now it's time to leverage that achievement... ...sales. As a licensed Loan Officer, you'll benefit from personalized one-on-one training, have access to an exclusive realtor network...PersonalWork at office
$76.4k - $138.6k
...most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or... ...other leaves of absence when needed to support your physical, financial, and emotional well-being. EY accepts applications for this...PersonalSummer holidayFlexible hours$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$59k - $66k
...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$17.5 - $19.39 per hour
...other job-related reasons. Enjoy the Benefits of working at MCB! Life and AD&D Insurances and Long-Term Disability, Vacation Days, Personal Days, and Paid Holidays. Job Summary Provides top rate service to all customers by providing accurate and efficient service....PersonalFlexible hoursShift work$14.42 - $24.04 per hour
...Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet... ...) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age,...PersonalFull timePart timeWork experience placementWork at office$30k - $50k
...including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following... ....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- ...questions regarding these products and services Knowledge of financial institution regulations Ability to multitask Strong... ...requirements: Vacation time (requires 30 days of employment) Sick/Personal Time (requires 90 days of employment) Holidays Jury Duty...PersonalFull timeTemporary workWork at officeFlexible hours
- ...experience that helps customers reach their homeownership and financial goals. Founded in 2000 and based in Chicago, Rate is licensed... ...with a wide range of loan products, competitive rates and personalized service. With 5,000+ employees across 300+ offices and 12+ subsidiaries...PersonalFlexible hours
- ...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
- ...Building: Provide welcoming and professional service across in‑person, phone, and digital channels. Engage customers in needs‑based conversations... ...customer‑service experience required. Prior banking or retail financial‑services experience preferred. Strong customer‑service,...PersonalPart timeWork at officeLocal area
- ...concentration for extended periods, be able to withstand exposure to all kinds of weather while completing work assignments, be able to wear personal protective equipment as necessary, be able to enter and exit a vehicle numerous times a day, have the endurance necessary to...Personal
$85k - $92k
...Senior Financial Analyst - REMOTEThe Senior Financial Analyst leads processes to include the development of planning, evaluation and... ...any form of payment or banking details and will never solicit personal information outside of the formal submitted application through...PersonalRemote work$90k - $114k
## Senior Financial AnalystApplylocations: Rosemont, Illinois, United States of America: Chicago, Illinois, United States of Americatime... ...off.* *Employees will also enjoy 10 paid holidays plus two personal flex days throughout the calendar year.* *Twelve weeks (for birth...PersonalFull timeTemporary workWork at officeLocal areaVisa sponsorshipWork visaFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Personal Financial Counselor. Be the first to apply!
- financial advisor Springfield, IL
- financial associate Springfield, IL
- estate planning consultant Springfield, IL
- financial advisor associate Springfield, IL
- financial planning associate Springfield, IL
- financial planning assistant Springfield, IL
- finance associate Springfield, IL
- financial counselor Springfield, IL
- financial planning administrator Springfield, IL
- financial planner Springfield, IL



