Financial Manager

Goldbelt, Inc.; Concord (NH); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) with company matching

Paid time off

Professional development opportunities

Job summary

Goldbelt Glacier seeks a Financial Manager to provide financial readiness counseling, education, and support to New Hampshire National Guard Service Members and their Families. This role develops personalized budgets, debt strategies, retirement planning, deployment finances, and long-term financial goals.

Responsibilities include delivering briefings, maintaining confidential records, and coordinating with NHNG leadership to promote financial readiness services across geographically dispersed

Qualifications

• CFP or CFA certification is required.
• Minimum 5 years of professional financial planning or counseling experience.
• Eligibility to obtain government credentials and CAC background check.
• Strong presentation and counseling skills; ability to maintain confidentiality.

Responsibilities

• Provide individualized financial counseling and education to Service Members and Families.
• Develop budgets, debt strategies, savings plans, and long-term goals.
• Advise on military pay, benefits, retirement, TSP, Social Security, and education benefits.
• Deliver financial readiness briefings for recruits, units, retirees, and other groups.
• Maintain confidential client records and comply with privacy rules.
• Coordinate with NHNG leadership to support holistic financial readiness.

Skills

Financial planning

Budgeting

Debt management

Retirement planning

Investments

Communication skills

Interpersonal skills

Confidentiality

Education

CFP certification

CFA certification

Bachelor's degree in Finance

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.