What are the responsibilities and job description for the Personal Financial Counselor position at The Bowen Group Inc.?

Descriptive Summary

Get ready to jump on board with the industry leader in the provision of wellness services to the military and veteran communities! Sign on bonus and relocation incentive may be available. 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. This is a full-time position located at Navy Reserve Center St. Louis, MO.

CORE FUNCTIONS

PFCs provide financial education and counseling services primarily to service members and their families at military installations.

Skills in :

Identifying immediate and long-range measures to increase income, reduce household expenditures, and avoid additional financial burdens.
Providing financial planning counseling to reduce, eliminate, and avoid debt and to achieve financial goals.
Teaching service members (and their families) money management techniques to encourage them to live within their means.
Educating service members in 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.
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 embers about their retirement systems and providing financial models to assist them in establishing a comprehensive retirement plan.
Teaching service members and their families how to save for emergencies, unanticipated contingencies, and both short and long-term goals.
Supporting and educating individuals and families to help address specific needs, including provision of appropriate resource referrals.

Ability to :

Work independently to collaborate with government officials, network with service members and set appointments. PFC's will traditionally provide support in one of three ways. Any combination of the three may be requested by the installation coordinator.

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

Perform outreach and engaging event attendees in conversations about setting financial goals, guidance to appropriate resources, as well as discussions on all areas of personal finance.

Complete daily and weekly reports, as instructed.

Facilitate financial workshops and trainings to large groups and ability to tailor presentations to audiences as needed.

Use sound professional judgment, ethical practice, and common sense. Developing, implementing, and evaluating financial needs of individuals and families

EDUCATION AND EMPLOYMENT EXPERIENCE

Education : High School or equivalent

Work Experience : Have Three (3) years' experience in training development and delivery, public speaking, group presentations, and facilitation skills, preferably in an adult education setting.

Certification : Possess a national certification as an Accredited Financial Counselor (AFC) OR Certified Financial Planner (CFP) OR Chartered Financial Consultant (ChFC) and maintain CEU's and remain current on annual accreditation renewals.

Certification Exception : Candidates who are working toward receiving one of the above noted certifications may be considered for hire contingent on their completing their certification successfully by their defined start date (up to three months from contingent offer).

Industry Knowledge :

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

Understanding, sensitivity, and empathy for service members and their family members.

Knowledge of military benefits, resources, and services.

Demonstrated experience in utilizing MS Office products (Excel, Word, PowerPoint).

Additional Requirements :

Must be a U.S. citizen.

Have reliable transportation and proof of vehicle insurance and registration.

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

Successfully pass a Tier 2 investigation that includes a credit check, verification of education and employment, as well as an FBI fingerprint check.

Successfully pass a drug screening.

Successfully pass a credentialing review with no license penalties or investigations.

Benefits - We offer a comprehensive benefits package for Full-time Employees to include the following :

Sign on bonus and relocation incentive may be available

Health, dental, vision

Generous 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 / or professional development training

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

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 .

Salary : $75,000 - $80,000

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