Personal Financial Counselor
$65k - $75kFederal Guardian
Personal Financial Counselors (PFCs) provide financial counseling services at military installations. Primary responsibilities include the full breadth of financial counseling to military service members and their families. Services include financial education and counseling that may involve 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 with the installation and military branch Points of Contact to ensure the program is provided in scope and meets the needs of the installation. Furthermore, Personal Financial Counselors:
- 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 Personal 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.
- Possess the ability to utilize virtual counseling or other modes of communication, such as secure chat or video-based communications and tele-conferencing sponsored by the customer which may be offered when service members and families are unable to attend in person.
- Manage duty to warn and restricted reporting situations according to Department of Defense (DoD) protocol and staff the cases with leadership.
- Communicate with leadership and participate in individual and group supervision, share insights regarding trends and issues on the installations to which the PFC is assigned.
- Participate in regular in-service/training, quality Improvement committees, or other contract activities as appropriate.
- Other duties as assigned.
Job Qualifications:
- 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 2investigation.
- 3+ years of financial counseling experience.
Starting Annual Salary: $65,000 - $75,000
- Health / Dental / Vision insurance
- 401(k) matching
- Paid Time Off + Federal holidays off
- Low stress work environment
- Health Savings Account (HSA)
- Flexible Spending Account (FSA)
- Employee Assistance Program (EAP)
- Life insurance / Disability insurance
- Educational reimbursement
- Retirement planning
Work Setting : Office
$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$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$90.2k
Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity... ...clarity, empowering lives of service and faith. Provide personal, actionable and achievable advice and connect clients to...PersonalFull time$97k - $192k
...The Sztapka Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the region... ...our local leaders: Danny Nungesser - Regional Director: Personal Background: Devoted father of two girls and husband. Avid...PersonalCasual workWork at officeLocal areaWork from homeFlexible 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- ...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline... ...through proactive, meaningful conversations that support financial well-being and deepen engagement Lead discovery-driven...PersonalWork experience placementFlexible hours
- ...Siouxland Community Health Center has an opening for: Financial Counselor 1 - Full-Time position The schedule for this position is Monday, Tuesday, Wednesday 8:00am-5:00pm, Thursday 8:00am-noon, and Friday 8:00am-5:00pm Successful candidate must have solid experience...Full timeWork at office
- ...exceptional customer service by accurately and efficiently processing financial transactions and supporting account opening procedures in... ...support for customer account maintenance including changes to personal data, account closures, and service requests Explain and...PersonalWork experience placementNight shift
- ...Standards. Provide exemplary customer service. Process a variety of financial transactions in a timely and accurate manner. Maintain... ...# Maintains regular and reliable attendance, punctuality and personal appearance. Reads, writes, and communicates in a clear and efficient...PersonalMonday to Friday
- ...during the week as needed which may include Saturday. OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers... ...today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better...PersonalMonday to Friday
- ...activities, managing household responsibilities, collaborating with educators and support staff, and fostering a sense of community. Ideal candidates are compassionate, organized, and committed to diversity, personal growth, and making a lasting impact on children’s lives.Personal
- ...growth. You’ll model positive behavior, help with homework and activities, and collaborate with school staff. MHS values diversity, personal growth, and teamwork. This role is ideal for those passionate about mentoring youth and making a lasting impact on students’ lives...PersonalLive in
- ...the Catholic Franciscan tradition, Briar Cliff University is a vibrant, values-based community dedicated to academic excellence and personal growth. Located on the scenic Loess Hills overlooking the Missouri River, "The Cliff" maintains a tight-knit learning environment...PersonalLocal area
$65k - $95k
...position will originate, underwrite, and service business loans, as well as identify opportunities to align members with additional financial products and services. The role requires a high level of analytical ability, sound judgment, and a commitment to regulatory...$20.29 per hour
...may be required. 2. Handle all third party insurance processing for patients, including determination and verification of benefits, financial interview with clients or guardians, and follow-up of financial commitments, while checking for consistency of commitments. 3....Daily paidWork at officeMonday to Friday- ...Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies...
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity... ...referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique...Full timeContract workFor contractorsWork at office$80 - $105 per hour
...credentialing and privileging process ~ Comprehensive benefits package including medical, dental, vision, and a 401(K) plan ~ Your personal recruiter handles every detail, 24/7 Ranges shown should be used as an estimate and are affected by many factors including the...PersonalHourly payFull timeLocumImmediate startShift work$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...network, and providing a great client experience Build personalized, holistic financial plans tailored to every client’s unique needs...Work at office- ...Commercial Loan Officer RESPONSIBILITIES: The Commercial Loan Officer evaluates needs of potential clients and offer appropriate financial products, services, and loans Promote and cross-sell other products and services as appropriate to client requirements...Local area
- ...efficiently processing transactions and addressing clients' sales and financial service needs. Utilizing a need-based selling approach, it... ...questions regarding products or services to the appropriate person Process transactions such as term deposits, retirement savings...Full timeWork experience placementNight shift
- ..., short and long term disability, life insurance, paid time off, a wellness program, and a 401(k) savings plan at hire for future financial protection.ABOUT SECURITY NATIONAL BANK:Security National Bank was chartered in 1884 in Sioux City, Iowa; founded on the time-tested...Temporary workMonday to Friday
$200k - $219k
...consistently and reliably ~ Benefits are offered through a 3rd Party ~ Optional health insurance offered through True Choices Personal Insurance CDL-A Lease Purchase Program Details: ~$0 Money Down – Start without upfront costs ~ No Credit Check – Your credit...PersonalWeekly payFull timeLocal areaRelocation packageFlexible hours- ...and enable our clients and the communities we serve to achieve financial success. This is not a remote position. UNIVERSAL... ...BENEFITS Availa Bank offers a rich selection of benefits you can personalize to support you and your family’s needs. Benefits may include:...Temporary workBank staffMonday to FridayFlexible hours
- Job Description Job Description This position is responsible for the production of loan documentation and for providing support to lenders in the Sioux City Loan Department. Essential Duties and ResponsibilitiesPrepare and understand commercial, agricultural and ...Work at office
- ...developing new commercial relationships throughout the market. Stable Organization - Family-owned $3B community bank with strong financial performance and a conservative credit philosophy. Collaborative Culture - Work alongside experienced leadership in a team-oriented...Local areaImmediate start
- ...Are You Driven & Ambitious? We want to work alongside those who are equally committed to excellence and personal achievement. Our team is comprised of results-oriented individuals that are serious about their development. If you're willing to work hard and you expect...PersonalFor contractors
- Description POSITION SUMMARY The Teller I is responsible for delivering exceptional customer service by efficiently processing financial transactions and maintaining compliance with all Bank policies and procedures. This role contributes to customer experience by providing...Work experience placement
- ...potential clients to share information about Jackson Hewitts services and promotions; Quickly and accurately verify and enter customers personal and Form W-2 information into Jackson Hewitts proprietary software; Assist with scheduling tax preparation appointments; Monitor...PersonalImmediate start
- ...customers in a friendly and timely manner via telephone, email and in person. Handle daily transactions such as checking and savings... ...Orientation: Recognize and respond sensitively to the overall financial needs and priorities of the customer; recognize and take...Full timeBank staffWork at officeFlexible hoursNight shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Personal Financial Counselor. Be the first to apply!
- financial advisor Sioux City, IA
- financial associate Sioux City, IA
- estate planning consultant Sioux City, IA
- financial advisor associate Sioux City, IA
- financial planning associate Sioux City, IA
- financial planning assistant Sioux City, IA
- finance associate Sioux City, IA
- financial counselor Sioux City, IA
- financial planning administrator Sioux City, IA
- financial planner Sioux City, IA








