AFC Certified Personal Financial Counselor

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GTSC Talent Solutions (a GTSC Company)

WebsiteLinkedInAll Job Openings

1 - 10 employees

Founded 2022

👥 HR Tech

🎯 Recruiter

🤝 B2B

HR Tech • Recruitment • B2B

<GTSC Talent Solutions (a GTSC Company)> is a company that develops custom, affordable talent marketing campaigns and provides outsourced HR, recruiting, and staffing solutions for small and midsize businesses. They offer managed talent acquisition campaigns, referral-fee recruiting, sourcing (active and passive), virtual full-service support, job board management, career fair representation, social media campaigns, and talent market research to help clients identify, recruit, and onboard candidates over time.

📋 Description

• 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 • 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

🎯 Requirements

• 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 the 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 in 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. • Ability to pass a thorough credit check and background financial review: You MUST be up to date on filing federal, state and local income taxes. You CANNOT have any current delinquency on any federal debt: taxes, student loans, or child support UNLESS a payment plan is in place.

🏖️ Benefits

• 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.