Financial Counselor - CFP​/CFA

Financial Counselor - CFP/CFA

Location:

Concord, New Hampshire
Supporting:
New Hampshire National Guard

Help New Hampshire National Guard Service Members and families build the financial readiness that supports mission readiness.

Military readiness starts long before a Service Member reports for duty. Financial stress, unexpected expenses, deployment-related changes in income, retirement decisions, and the complexities of military and federal benefits can directly affect the readiness of Service Members and their families.

LMR Technical Group is seeking an experienced Financial Counselor to support Soldiers, Airmen, and their families across the New Hampshire National Guard. This position combines individual financial counseling, financial education, retirement planning, deployment readiness, and outreach to help members make informed financial decisions throughout their military careers.

The PWS specifically requires the financial professional to hold a current Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) credential.

National Guard members face a financial environment that is different from both traditional active-duty military service and civilian employment. Many balance military service with civilian careers while navigating changing benefits, mobilizations, military pay, federal employment, retirement systems, education benefits, and family responsibilities.

Your expertise will help Service Members and families understand those decisions before they become problems, strengthening both household financial stability and overall force readiness.

If you enjoy helping people make complex financial decisions understandable and actionable, this is an opportunity to make a direct difference in the lives of military families.

Provide financial counseling, education, and financial-readiness support to New Hampshire National Guard Service Members and their families. The Financial Counselor will provide individualized counseling while also developing and delivering educational programs addressing military compensation, benefits, retirement, deployment finances, debt management, budgeting, and long-term financial planning.

• Provide individual and family financial counseling tailored to the unique financial circumstances of military households.
• Assist clients with household budgeting, debt management, savings strategies, financial goal setting, and long-term financial planning.
• Educate Service Members and families regarding military pay and entitlements, including Basic Allowance for Housing and other military compensation.
• Provide education regarding the Thrift Savings Plan, including fundamentals, contributions, investment considerations, and retirement strategies.
• Counsel Service Members regarding military, federal, and civilian retirement considerations, including AGR retirement and Federal Employees Retirement System considerations.
• Provide guidance regarding Social Security and its integration with military and federal retirement benefits.
• Educate Service Members and families regarding education benefits, including federal Tuition Assistance, GI Bill benefits, transfer of benefits to dependents, and applicable New Hampshire education benefits.
• Provide targeted financial-readiness instruction to newly enlisted Soldiers participating in the Recruit Sustainment Program, including budgeting, military pay, TSP fundamentals, and avoiding predatory lending.
• Support two New Hampshire National Guard retirement seminars annually and develop appropriate presentation materials and educational handouts.
• Conduct pre- and post-deployment financial readiness briefings addressing topics such as the Service members Civil Relief Act,…