The Bowen Group (a GTSC Company) · 1 month ago
AFC Certified Personal Financial Counselors REMOTE Job (BG26061119)
United States
Full-time
Remote
Mid Level
3+ years expThe Bowen Group, a GTSC company, seeks accredited and certified Personal Financial Counselors. In this role, you will provide personal and family financial readiness counseling and proactive lifecycle financial education to military service members and families, helping them develop strategies to meet their financial goals and achieve financial readiness.
ConsultingInformation TechnologyLegal
No H1B
Security Clearance RequiredU.S. Citizen Only
Responsibilities
Conduct virtual counseling sessions through secure telephonic and audio/video communication platforms
Provide factual, unbiased financial information to Service members and families to assist them with developing skills and strategies to meet financial goals and achieve and maintain financial readiness
Conduct awareness and outreach with other Military OneSource programs and services to encourage family member participation in financial readiness services
Provide assistance identifying and resolving potential violations of consumer rights and remedies available in law or policy, including referral to appropriate authorities for reporting and further assistance
Assist with establishing and improving financial literacy, strengthening financial habits, and supporting participant financial wellness goals
Conduct virtual counseling sessions through secure telephonic and audio/video communication platforms
Exercise independent professional judgment in assessing participant financial situations and developing tailored financial education and counseling strategies
Independently manage participant caseloads, counseling preparation, documentation, and follow-up activities in accordance with program standards and ethical financial counseling practices
Handle sensitive and confidential participant information in accordance with applicable privacy and security requirements
Deliver services during established program operating hours, including evenings and weekends to support participants located Outside the Continental United States (OCONUS)
Work independently with limited day-to-day supervision while collaborating effectively within a distributed professional services team
Maintain accurate and timely documentation consistent with program and compliance requirements
Identify immediate and long-term strategies to increase income, reduce household expenditures, and avoid additional financial burdens
Teach service members and their families money management techniques and financial wellness principles
Counsel service members and their families on understanding credit and credit reports, finance charges, interest rates, debt management and related financial concepts
Guide participants in making informed financial decisions and understanding associated costs such as insurance, maintenance, fuel costs, and other long-term financial obligations
Educate service members and their families about retirement systems and assist them in establishing a comprehensive retirement plan
Other duties as assigned
Qualification
Required
A baccalaureate degree from an accredited university or other accredited institution of higher learning
Three (3) years of experience providing financial counseling or related financial education services
At least one active certification from the following list: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC)
Strong understanding of Military community and military unique needs and challenges
Excellent communication and customer service skills
Knowledge of Section 992 of Title 10, U.S.C
Knowledge of the Service Member's Civil Relief Act (SCRA) Public Law 110-289, Housing and Economic Recovery Act of 2008, as well as other pertinent laws and policies
US citizenship
Ability to support occasional surge workload tied to major events or campaigns
Ability to work in fully remote settings
Cannot have been placed on probation and/or remediation or have been removed from financial counseling networks
Ability to sustain prolonged periods of sitting and working on a computer
Ability to obtain and maintain a Public Trust Tier II clearance
Ability to pass a thorough credit check and background financial review: You MUST be up to date on filing federal, state and local income taxes. You CANNOT have any current delinquency on any federal debt: taxes, student loans, or child support UNLESS a payment plan is in place
Benefits
Health, dental, vision insurance.
Generous paid vacation and holiday leave.
Flexible Spending Account (medical and dependent).
401(k) with employer match.
Life insurance.
Short-term and long-term disability.
Tuition assistance and professional development opportunities.
Company
The Bowen Group (a GTSC Company)
The Bowen Group has been strengthening the health and well-being of service members and the greater military community for more than 15 years.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Raymond Roberts
CEO
Robert Lech
President and COO
Company data provided by crunchbase