The Bowen Group, a GTSC company, seeks accredited and certified Personal Financial Counselors. These are full-time remote positions.
Get ready to jump on board with the industry leader in the provision of wellness services to the military and veteran communities!
The Bowen Group, a values-led, industry leader in telehealth, strategic communications, and wellness services and staffing, has an outstanding opportunity for a Personal Financial Counselor to join our team supporting the military community.
Position Overview
As an accredited and certified network counselor trained in financial matters, you will provide personal and family financial readiness counseling and proactive lifecycle financial education that provide military service members and families with the tools and information they need to develop individual strategies to meet financial goals and achieve financial readiness. Financial readiness counseling services may be provided individually, to couples, and to families.
Required Qualifications
- 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.
Key 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
Work Environment
- Fully remote.
- Occasional surge workload tied to major events or campaigns.
Benefits
We offer a comprehensive benefits package for Full-time Employees to include the following:
- 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.
The Bowen Group is proud to be an equal opportunity employer, committed to recruiting, hiring, and promoting qualified people of all backgrounds, regardless of sex; race; color; creed; national origin; religion; age; marital status; pregnancy; physical, mental or sensory disability; sexual orientation; gender identity or any other basis protected by federal, state or local law. Learn more about your EEO rights as an applicant.
The Bowen Group is committed to working with and providing reasonable accommodation to applicants with physical and mental disabilities. If you have a disability and require assistance with our online application process, please tell us how we can help by contacting us at recruiting@thebowengroup.com
Note: This accessibility is intended for individuals requiring accommodations and should not be used to check on the status of your application. Inquiries not specific to requesting an accommodation will be discarded.
The Bowen Group participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
