Openings are for weekend work on an occasional basis
Zeiders Enterprises is currently seeking Personal Financial Counselors (PFCs) to provide financial counseling and education services at various military locations within a commuting distance of their home. The PFCs will support the Military and Family Life Counseling (MFLC) Program and will provide assistance to military Service Members and their families with personal financial readiness services. This includes providing personal and family financial counseling, planning, education, awareness information services, appropriate referrals, and assistance to applicable military families.
These opportunities are for assignments for various weekend work and opportunities in California and will be conducted at military facilities including Reserve and National Guard armories. Successful candidates will ideally live within a commuting distance of these task assignments.
The majority of Service Members and their families will require financial counseling and/or education to assist with establishing a basic level of financial literacy and good financial behavior and habits. The PFCs will also be responsible for:
Identifying immediate and long range measures to increase income, reduce household expenditures, and avoid additional financial burdens.
Personal budget/financial planning to reduce, eliminate, and avoid debt and to achieve solvency and stability.
Teaching Service members (and their families) money management techniques to encourage them to live within their means.
Understanding credit, finance charges, interest rates and the implications of only paying the minimum amount each month.
Educating military families on the importance of maintaining excellent credit histories and ratings.
Establishing, monitoring, and protecting their credit.
Teaching Service members to make informed decisions and to be aware of associated costs such as insurance, maintenance, fuel costs, etc.
Reaching out to young Service members to get them enrolled in the Thrift Savings Plan (TSP).
Assisting with tax planning.
Teaching Service members and their families how to save for emergencies, unanticipated contingencies, and both short and long-term goals.
Other duties as assigned.
A minimum of a Bachelor’s degree coupled with 2+ years experience in financial counseling or education.
A national certification as an Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), or a national certification with the National Foundation for Credit Counseling (NFCC).
Counselors shall maintain a valid, unrestricted motor vehicle license.
Demonstrated experience in utilizing MS Office products (Excel, Word, PowerPoint).
Previous military experience (including military spouses and/or as a service provider).
Ability to facilitate financial workshops and trainings to large groups and ability to tailor presentations to audiences as needed.
Knowledge, skills, and abilities such as:
Working knowledge of military, state, federal, and local resources.
Understanding, sensitivity, and empathy for Service members and their family members.
Ability to develop trusting helping relationships.
Ability to work effectively with individuals and families from diverse racial, ethnic, and socioeconomic backgrounds.
Ability to use sound professional judgment, ethical practice, and common sense.
Ability to develop, implement, and evaluate financial needs of individuals and families.
Ability to work cooperatively with military and civilian financial support organizations, installation Personal Financial Program Managers (PFM), social services, and legal personnel.
All positions which require access to U.S. Government facilities and systems require U.S. Citizenship, a valid driver’s license, transportation, and auto insurance.
Zeiders Enterprises, Inc. is an Equal Opportunity Employer.
Zeiders Enterprises, Inc. - 2 years ago