Personal Financial Counselor, PFC

This is a fully remote position, open to applicants in Maine.

📋 Description

• Provide coverage during short-term, surge, and on-demand scenarios resulting from military requirements.

• Offer personal financial counseling and management services to military personnel and their families at military installations.

• Conduct one-on-one counseling sessions and consultations with commanders, providers, staff, and other relevant stakeholders.

• Facilitate briefings, presentations, classes, seminars, and Personal Financial Management workshops.

• Supply referral resources beyond counseling sessions.

• Collaborate with installation and military branch Points of Contact to ensure the program aligns with installation needs and stays within its scope.

• Assist service members in formulating spending plans for extended absences.

• Create and distribute informative financial materials.

• Organize and promote financial management classes and workshops throughout the military lifecycle.

• Provide virtual counseling via secure online chat, video communication, and secure video teleconferencing when permitted.

• Manage duty-to-warn situations per Department of Defense protocols.

• Communicate with leadership and engage in individual and group supervision.

• Share trends and challenges from assigned installations.

• Participate in in-services, training sessions, quality improvement committees, and other contract-related activities.

• Perform additional duties as assigned.

⛳️ Requirements

• A bachelor's degree is required.

• An associate degree combined with 4 years of experience may be accepted in place of a bachelor's degree.

• A high school diploma paired with 6 years of experience may also be considered in lieu of a bachelor's degree.

• At least 3 years of experience in financial counseling is necessary.

• Candidates must be U.S. citizens.

• Proficiency in English is required.

• Bilingual candidates in English and Spanish are preferred if required by the contract.

• Must be eligible to obtain a favorably adjudicated Tier 2 investigation.

• Must successfully pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest process.

• One of the following certifications is required: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

• A valid in-state driver's license is necessary.

🏝️ Benefits

• Potential short-term incentives may be available.

• A comprehensive benefits package is offered.

• Health, life, voluntary, and other benefits are included.

• Opportunities for professional growth and development.

• Total health and wellness programs provided.

• Rewards and recognition for outstanding performance.

• Employee unity is fostered.

• A tobacco-free workplace is maintained.

• Commitment to equal employment opportunities.