Personal Financial Counselor

185th Air Refueling Wing/Iowa Air National Guard
Job Description
Job Summary:  This contracted position is located at the 185th Air Refueling Wing, Sioux City Air National Guard Base.  The Personal Financial Counselor (PFC) program is seeking qualified individuals to work full-time with Service Members and their families on personal financial issues such as budget planning, credit management and debt reduction, as well as retirement and estate planning.  These full-time positions are located on military installations throughout the United States.  The majority of Service Members and their families will require counseling and education to assist with establishing a basic level of financial literacy, good financial behavior and habits, long term financial planning to include retirement planning.  The PFCs will 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 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.
  • Education and counseling Service Members about their retirement systems and providing financial models to assist them in establishing a comprehensive retirement plan.
  • Assist with tax planning.
  • Teaching Service Members and their families how to save for emergencies, unanticipated contingencies, and both short and long-term goals.
    Required qualifications:
  • A minimum of a Bachelor's degree coupled with 2+ years of experience in financial counseling or education.
  • A national certification as an Accredited Financial Counselor (AFC) or Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFC)
  • Counselors shall maintain a valid, unrestricted motor vehicle license.
  • Demonstrated experience in MS Office products (Excel, Word, PowerPoint).
  • A criminal history background check that includes a credit check, as well as an FBI fingerprint check are required to work in this program.
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