Personal Financial Counselor
$65k - $75.5kFederal Guardian LLC
Personal Financial Counselors (PFC) provide personal financial counseling services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families. Services include financial education and counseling services that may include one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and educational presentations, or providing referral resources to a participant outside the context of a counseling session. Works closely with the installation and military branch Points of Contact (POC) to assure that the program is provided within scope and meets the needs of the installation. Furthermore, Personal Financial Counselors in this role will: Provide personal financial counseling and management services directly to adults, children, and youth of service members. Provide individualized financial counseling and assistance to service members and 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, but not limited to, 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 for youth and teens as part of on-base education. Effectively 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 which may be offered as an adjunct to face-to-face counseling in situations where service members and families are unable to attend in person. Manage duty to warn and restricted reporting situations according to Department of War (DoW) protocol and staffs the cases with leadership. Communicate with leadership and participates in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned. Participate in regular in-services/training, quality Improvement committees or other contract activities as assigned/appropriate. 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 and speak fluent English. Bachelor’s degree OR a combination of education and experience that equips the individual to serve as a financial counselor. Be able to obtain a favorably adjudicated Tier 1 investigation. Must have over 1,000 hours of financial counseling experience. Salary: $65,000 - $75,500 Benefits: Health / Dental / Vision insurance 401(k) matching Employee Assistance Program (EAP) Flexible Spending Account (FSA) Health Savings Account (HSA) Life insurance Paid time off Retirement plan Tuition reimbursement Work Location : 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.
- The listed salary range reflects Federal Guardian’s good-faith estimate for this position at the time of posting. Final compensation will be based on job-related, merit-based factors, including experience, qualifications, licensure, demonstrated skills, role requirements, and budget.
- *Employment, engagement, or assignment with Federal Guardian is contingent upon successful completion of a background check and may be subject to credentialing, security, drug screening, and other customer, contract, or legal requirements, as permitted by applicable law.
- ...challenges and work with some of the best Come join a team that feels personal even though it's over 54,000 strong. As a Global Cloud Elite... ...to understand Record to Report (R2R) business requirements; Financial Accounting Hub setup; demonstrate understanding of business...PersonalWork experience placementLive inWork at officeLocal area
- ...Financial ConsultantIf you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships... ...face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand....PersonalFull time
$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$70k - $250k
...Financial Planning Career Our financial professionals at Northwestern Mutual help clients reach their goals by developing and implementing... ...network of financial specialists and leaders. Build a Personally, Professionally, and Financially Rewarding Career – Develop a...PersonalFull timeWork experience placementWork visa$87.4k - $123.4k
...vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their... ...large and mega-sized institutional clients Conduct personalized, needs-based financial planning consultations to assess participants...Personal16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hours$50.3k - $69.13k
...vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their... ...Empower's consultative conversation framework to deliver personalized, goal-based financial discussions * Maintain current knowledge...Personal16 hoursTemporary workWork experience placementCasual workInternshipWork at officeLocal areaRemote workWork from homeWork visaFlexible hours- ...driven banking experience to life by cultivating and sustaining client relationships through delivering personalized banking solutions that support long term financial goals. This role is accountable for acquiring new clients and deepening existing relationships through...PersonalWork at office
$150k - $170k
...management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide...PersonalFull timeTemporary workFlexible hours$23.25 - $30.75 per hour
...driven banking experience to life by cultivating and sustaining client relationships through delivering personalized banking solutions that support long term financial goals. This role is accountable for acquiring new clients and deepening existing relationships through...PersonalWork at office$25 - $38.46 per hour
...the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial... ...teammate and realizing the impact we can have on their day, personally, professionally, and financially. Listen for clues for...PersonalHourly payWork experience placementDay shift- ...professional licensing support to help you confidently transition into financial services. You’ll be surrounded by a team that’s walked the... ...a healthy balance between professional success and meaningful personal connections. Alexa Philbrick, New Client Growth &...PersonalFull timeSummer workInternshipWork at officeVisa sponsorshipFlexible 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- ...analyze performance trends, develop budgets and forecasts, build financial models, and translate data into actionable recommendations... ...communities, and each other. We value teamwork, respect, and personal growth — and our commitment to excellence has earned us a World...Personal
- ...Job Description Job Description The Financial Aid Counselor assists with the implementation of the University’s financial aid programs,... ...effective time-manager, problem-solver, and a creative “people person” who is customer service-oriented, pays attention to...Afternoon shift
- ...University of Saint Joseph in West Hartford, CT, seeks a Financial Aid Counselor to implement and administer federal, state, and institutional aid programs. You will counsel students and families to develop a plan to pay for tuition and costs, and assist with ongoing program...
- ...This opportunity is intended for established Financial Advisors only. To be considered, you must have: (1) a minimum of $40 million in... ...every area of the firm. Ideal candidates will reflect our firm’s personality traits, which are: Passionate – We show up with energy &...PersonalFull timePart timeWork at officeWork from homeMonday to Friday
$154.3k - $277.7k
...shape your future with confidence through professional growth, personal fulfillment and an inclusive culture. Learn more at ey.com/us/... ...other leaves of absence when needed to support your physical, financial, and emotional well-being. EY | Building a better working...PersonalSummer holidayFlexible hours$130k - $170k
...billion in assets under management as of June 30, 2026. Symetra Financial Corporation, a diversified financial services company with $77... ...“Symetra is inclusive of all employees regardless of their personal differences.” Darrell J. - Actuary III“Symetra values learning...PersonalWork at officeImmediate startRemote workWork from home- Job Description Reporting to the Associate Director of Financial Aid, the FinancialAid Counselor assists in upholding the highest levels of customerservice to all Trinity students as it relates to institutional aidprocesses, timelines, and communication supporting the recruitment...Full timeWork at office
- ...expectations Maintains effective communication to ensure the highest quality of customer service Pay: Salary + bonus eligible Personal Traits / Competencies: Exceptional interpersonal and communication skills Provide world-class customer service Must be able to...PersonalContract workRemote work
$21 per hour
...transactions. You'll create amazing experiences for our customers, looking for opportunities to help them achieve their financial goals by providing personalized advice and solutions that meet their needs, and connect them to our Bankers for the next step. Your knowledge of...PersonalHourly payLocal areaFlexible hoursAfternoon shift$96k - $181k
...provide feedback on Commercial Analyst work product, including financial analysis, prospect presentations, and other deliverables to... ...Knowledge of nCino and related commercial banking systems (preferred)Personal SkillsCollaborationCritical...PersonalFull timeWork at officeFlexible hoursNight shift$20 - $22.5 per hour
...is an advanced role within the banking industry, combining the responsibilities of a teller and a personal banker, with an emphasis on providing comprehensive financial services to customers. This role requires deeper knowledge and expertise in banking products, customer...PersonalTemporary workWork at officeLocal areaImmediate startRemote workFlexible hours- ...you more specific details for this role.**Line of Business:**Personal & Commercial Banking**Job Description:**This role is a banking... ...delivering personalized banking solutions that support long term financial goals. This role is accountable for acquiring new clients and...PersonalFull timeWork at officeLocal areaWork from homeFlexible hours
- ...Job Detail Job Title: Financial Coordinator Department: 20000-Dean's Office - Dental Location: Farmington... ...criteria, evaluation of proposals, preparation and monitoring of personal services agreements, point of service contracts, and memorandum...PersonalFull timeContract workWork at officeMonday to FridayShift work
- ...you enjoy taking ownership of your work, managing a variety of financial tasks, and collaborating with colleagues across different... ...export invoicing, particularly to Canada, is an advantage.Your personal qualitiesYou are independent, organized, and detail-oriented,...PersonalLocal area
$100k - $195k
...to our business results, including year-end bonuses based on personal and corporate performance. We also offer an impressive array of... ...Our solutions help clients manage and prepare for the potential financial consequences of uncertain future events. We bring a...PersonalMinimum wageFull timeWork at officeLocal areaRemote workFlexible hoursShift work3 days per week1 day per week- ...Ability to learn new systems and processes quickly. Preferred Qualifications : Knowledge of insurance policies and windstorm mitigation devices. Familiarity with personal insurance systems. Contact: Raghu: ****@*****.*** | URL:...PersonalContract work
$136k - $204k
...achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future. The position is part of the Personal Insurance actuarial team primarily focused on rate adequacy for the Homeowners line of business ($1.4B in annual EP). While the...PersonalFull timeTemporary workWork at officeRemote work3 days per week- We are:Finance Reinvention and we help the world's leading Financial Services organizations reinvent finance with AI at the core. We provide... ...is committed to providing equal employment opportunities for persons with disabilities or religious observances, including...Live inWork at officeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Personal Financial Counselor. Be the first to apply!
- strategic finance associate Hartford, CT
- financial advisor development program Hartford, CT
- oracle cloud financials consultant Hartford, CT
- financial advisor associate Hartford, CT
- financial associate Hartford, CT
- financial planning administrator Hartford, CT
- jde finance consultant Hartford, CT
- oracle financial functional consultant Hartford, CT
- financial consultant Hartford, CT
- financial counselor Hartford, CT





