Financial Manager

Goldbelt Glacier-Health Services, LLC

Concord (NH)

On-site

USD 90,000 - 120,000

Full time

12 days ago
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Benefits offered by this job

Medical insurance
Dental insurance
Vision insurance
401(k) with company matching
Paid time off
Professional development

Job summary

Goldbelt Glacier is seeking a Financial Manager to provide financial readiness counseling and education to New Hampshire National Guard Service Members and Families. This role covers budgeting, debt management, retirement planning, and understanding military pay, benefits, and entitlements through personalized planning.

You will develop and deliver financial readiness programs, maintain confidential client records, and collaborate with NHNG leadership to support holistic service member and

Qualifications

  • Current CFP or CFA certification is required.
  • Minimum 5 years of professional financial planning or counseling.
  • Able to obtain government credentials and complete background screening.
  • Must be eligible to obtain CAC and pass required security checks.
  • Bachelor's degree in Finance or related field preferred.

Responsibilities

  • Provide individualized financial counseling and education to NH National Guard Service Members and Families.
  • Develop budgets, debt management strategies, savings plans, and long-term financial goals.
  • Advise on military pay, benefits, retirement, TSP, Social Security, and education benefits.
  • Deliver financial readiness briefings for recruits, units, retirees, and other groups.
  • Create educational materials and financial readiness content on retirement and benefits.
  • Maintain confidential client records and ensure privacy compliance.

Skills

Financial planning
Budgeting
Debt management
Retirement planning
Investment principles
Presentation skills
Counseling skills
Confidentiality
Documentation skills

Education

CFP or CFA certification
Bachelor's degree in Finance or related field

Job description

Overview

Please note that this position is contingent upon the successful award of a contract currently under bid.


Goldbelt Glacier is accelerating healthcare delivery and providing superior force health readiness across the military, federal, and civilian landscapes. Goldbelt Glacier is committed to providing transformative and comprehensive health operational capabilities to support customers across scientific, clinical, technological, and program management areas.


Summary

The Financial Manager provides financial readiness counseling, education, and support to New Hampshire National Guard Service Members and their Families. This position provides individualized financial planning and develops and delivers financial readiness programs addressing budgeting, debt management, military benefits, retirement planning, deployment finances, and long-term financial goals.


Responsibilities


  • Provide individualized financial counseling and education to Service Members, spouses, and Families.

  • Develop household budgets, debt management strategies, savings plans, and long-term financial goals.

  • Advise clients on military pay, entitlements, benefits, retirement, TSP, Social Security, and education benefits.

  • Provide financial readiness briefings for new recruits, deploying units, retirees, and other designated groups.

  • Provide specialized counseling regarding the financial impacts of military mobilization on Federal Technician and civilian employment, including USERRA, military leave, FEHB, and TRICARE.

  • Develop educational materials and financial readiness content, including retirement and benefit resources and videos.

  • Participate in two annual retirement seminars and provide deployment-related financial readiness briefings as requested.

  • Maintain accurate, confidential client records and comply with applicable privacy and program requirements.

  • Coordinate with NHNG leadership and other readiness professionals to support holistic Service Member and Family readiness.

  • Support outreach activities and promote available financial readiness services to geographically dispersed Service Members and Families.


Qualifications

Necessary Skills and Knowledge


  • Financial planning, budgeting, debt management, retirement planning, and investment principles.

  • Knowledge of military pay, benefits, entitlements, TSP, Social Security, and Federal retirement programs.

  • Knowledge of financial considerations associated with military deployment and mobilization.

  • Strong presentation, counseling, communication, and interpersonal skills.

  • Ability to work independently with Service Members and Families while maintaining confidentiality.

  • Strong organizational and documentation skills.


Minimum Qualifications


  • Personnel shall possess a current Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) certification.

  • Minimum 5 years of professional financial planning, counseling, or related experience.

  • Ability to obtain and maintain required government credentials and complete applicable background screening.

  • Must be eligible to obtain and maintain a Common Access Card (CAC) and successfully complete the required background investigation and security screening


Preferred Qualifications


  • Bachelor's degree in Finance, Financial Planning, Accounting, Economics, or a related field.


Pay and Benefits

At Goldbelt, we value and reward our team's dedication and hard work. We provide a competitive base salary commensurate with your qualifications and experience. As an employee, you'll enjoy a comprehensive benefits package, including medical, dental, and vision insurance, a 401(k) plan with company matching, tax-deferred savings options, supplementary benefits, paid time off, and professional development opportunities.

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