Personal Financial Counselor, PFC

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

📋 Description

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

• Offer individualized counseling and consultations with commanders, providers, or staff members.

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

• Aid service members in creating spending plans for prolonged absences.

• Create and disseminate informative financial materials.

• Organize and promote financial management classes throughout the military lifecycle, including upon arrival at the first duty station and during pre- and post-deployment phases.

• Address requests for age-appropriate classes or seminars.

• Utilize virtual counseling, secure online chat, web-based tools, video communications, and secure video teleconferencing when permitted.

• Handle duty-to-warn situations in accordance with Department of Defense protocols.

• Engage with leadership and participate in both individual and group supervision.

• Provide insights regarding installation trends and issues.

• Partake in in-services, training, quality improvement committees, and other designated contract activities.

• Perform additional duties as assigned.

⛳️ Requirements

• A bachelor's degree is mandatory.

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

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

• A minimum of 3 years of financial counseling experience is required.

• Candidate must be a U.S. citizen.

• Proficiency in English is required.

• Bilingual proficiency in English and Spanish is required if specified by the contract.

• Ability to obtain a favorably adjudicated Tier 2 investigation is necessary.

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

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

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

• Competence in utilizing virtual counseling and electronic communication methods is essential.

🏝️ Benefits

• Short-term incentives may be available.

• Comprehensive benefits package offered.

• Health benefits provided.

• Life benefits included.

• Voluntary benefits available.

• Benefits and perks that support physical, mental, emotional, and financial well-being.

• Work environment is tobacco-free.