Financial Manager

Goldbelt Glacier Health Services; Concord (NH); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) matching

Tax-deferred savings

Paid time off

Professional development

Job summary

Goldbelt Glacier Health Services seeks a Financial Manager to deliver personalized financial counseling and planning for New Hampshire National Guard Service Members and Families. You will craft budgets, debt plans, and long-term goals while briefing on pay, benefits, and deployment finances.

The role requires CFP or CFA certification, 5+ years of experience, and CAC eligibility with security screening; you will maintain confidential records and coordinate with NHNG leadership.

Qualifications

• CFP or CFA certification required.
• Minimum 5 years of professional financial planning or counseling experience.
• Ability to obtain and maintain government credentials and complete background screening.
• Must be eligible to obtain and maintain a CAC and complete the required background investigation.

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.
• Develop educational materials and financial readiness content, including retirement and benefit resources and videos.
• Maintain accurate, confidential client records and comply with 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 financial readiness services to dispersed Service Members and Families.

Skills

Financial planning

Budgeting

Debt management

Retirement planning

Investment principles

Communication skills

Client counseling

Documentation

Education

CFP or CFA certification

Bachelor’s degree in Finance or related field

Tools

CAC/background check readiness

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

Essential Job Functions

• 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.