Certified Personal Financial Counselor

Zeiders Enterprises Lynchburg , VA 24501

Posted 5 months ago

Zeiders is an industry leader in military and family support. Our company's reputation is based on providing top quality service with exceptional, dedicated employees. This approach has earned client confidence and repeat business from satisfied customers. Headquartered in Woodbridge, VA, Zeiders' employees support clients worldwide in behavioral health, military family resiliency, work-life education programs, and related services. We seek individuals with strong passion for what we do and our commitment to quality service.

Job Summary:

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 continental Unites States and selected overseas locations.

Principal Responsibilities:

The majority of Service Members and their families will require financial 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 (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.

  • Educating and counseling Service Members - about their retirement systems and providing financial models to assist them in establishing a comprehensive retirement plan.

  • 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.

PFCs will traditionally provide support in one of three ways. Any combination of the three may be requested by the installation coordinator.

  • Face-to-Face financial counseling: PFCs support and educate individuals and families to help address specific needs, including provision of appropriate resource referrals.

  • Financial briefings: Facilitate briefings designed to promote awareness and educate Service Members and their families on various personal finance topics. PFCs facilitate requested briefings using a library of approved presentations and handouts on a variety of financial topics.

  • Resource table: PFCs perform outreach and engage event attendees in conversations about setting financial goals, guidance to appropriate resources, as well as discussions on all areas of personal finance.

REQUIRED QUALIFICATIONS:

  • A minimum of a Bachelor's degree coupled with 3+ 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 utilizing MS Office products (Excel, Word, PowerPoint).

  • A criminal history background check that includes a credit check, education and employment verification as well as an FBI fingerprint check are required to work in this program.

DESIRED QUALIFICATIONS:

  • Previous military experience (including military spouses and/or as a service provider)

  • Ability to travel up to 10% including some weekends with advanced notice.

  • 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.

Other Skills and Abilities: All positions that require access to U.S. Government facilities and systems require U.S. Citizenship, and reliable transportation to travel to assigned locations and nearby facilities.

Physical Demands: Sits, stands, bends, lifts, and moves intermittently during working hours. The employee must occasionally lift and/or move up to 40 pounds. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually quiet.

Zeiders Enterprises, Inc. is an Equal Opportunity Employer.

  • Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.

  • Please view Equal Employment Opportunity Posters provided by OFCCP here.

  • The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.

  • Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.

  • Please view Equal Employment Opportunity Posters provided by OFCCP here.

  • The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay o

See if you are a match!

See how well your resume matches up to this job - upload your resume now.

Find your dream job anywhere
with the LiveCareer app.
Download the
LiveCareer app and find
your dream job anywhere
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Financial Analyst

Teema Solutions Group

Posted 1 week ago

VIEW JOBS 12/1/2018 11:14:39 PM 2019-03-01T23:14 <p><strong>Title:</strong> Financial Analyst - Manufacturing</p> <p> </p> <p><strong>Overview:</strong>  Are you a Junior or Experienced Financial Analyst looking to move to a stable opportunity within a manufacturing organization?  Do you have a baseline of experience doing month or year-end closing, fixed asset management, auditing, and doing monthly journal entries?  Do you have training and exposure with reconciling general ledger account balances, Fixed Asset administration, analysis/KPI, reporting, preparation of federal and state tax schedules and quarter VATs?  Any manufacturing industry is a bonus and will lend well to helping to manage customer agreements, calculating price adjustments and rebates when needed.  In order to perform those duties you will need at least a year or two of experience, solid MS Office (Excel), a degree in Business, Accounting, Finance or similar field, and solid communication skills, as you will be working with cross-functional teams.  Any SAP experience is also helpful.  If you are looking for a stable role doing a variety of internal A&F projects with varying deadlines, please apply today for best results.</p> <p> </p> <p><strong>What’s in it for you:</strong></p> <ul> <li>Salary</li> <li>Benefits</li> <li>PTO</li> <li>Stable work environment</li> <li>Interesting Manufacturing environment</li> <li>Room for growth</li> <li>Transparent organization</li> </ul> <p> </p> <p><strong>Here is a little more about what you will be doing:</strong></p> <ul> <li>Preparing state and federal tax schedules</li> <li>Calculating pricing adjustments and rebates</li> <li>Fixed Asset Administration</li> <li>Reconciling general ledger balances on a monthly basis</li> <li>Financial Analysis/ KPIs</li> <li>Reporting</li> <li>Supporting the annual budget and mid-year recast activities</li> <li>Working in a stable environment where you will get exposure to full lifecycle A&F</li> </ul> <p> </p> <p><strong>Here is the background and experience we are looking for:</strong></p> <ul> <li>Bachelor’s degree in Accounting, Finance, Business, or related field</li> <li>Bonus points for MBA or Certifications</li> <li>Advanced MS Excel skills (reporting)</li> <li>Solid written and verbal communication as well as a personality that lends well to cross-functional collaboration</li> <li>Ability to work independently</li> <li>Willingness to take direction from senior management team</li> </ul> <p> </p> <p>So, if you have the background and experience listed above please call me or send me your resume today!  Must have the ability to work in the US for any employer and preferably be located in the Forest, VA area, but if you are looking to relocate here, please apply.</p> Teema Solutions Group Lynchburg VA

Certified Personal Financial Counselor

Zeiders Enterprises