Personal Financial Educator

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

📋 Description

• Conduct individualized financial consultations, educational sessions, training, and referral services for the Personal Financial Management Program within the Fleet and Family Support Program.

• Provide services through various channels including webinars, video calls, email, phone, and in-person via mobile training teams.

• Offer virtual assistance to service members and their families located in remote areas globally and aboard Navy vessels.

• Organize, promote, and facilitate Personal Financial Management classes and workshops.

• Deliver age-appropriate financial education sessions and seminars for youths and teenagers.

• Facilitate both initial and refresher training for Command Financial Specialists.

• Aid Command Financial Specialists in creating General Military Training regarding personal financial management topics.

• Deliver on-site support aboard Navy ships for shipboard events and during Return and Reunion activities.

• Offer personalized financial counseling and assistance.

• Provide consumer insights and help with consumer complaints.

• Record information, referrals, counseling sessions, and group education services in the government system of record.

• Utilize collaboration platforms, video conferencing tools, and project management software for communication and the delivery of virtual services.

• Conduct basic troubleshooting for technology issues.

• Stay updated on personal finance and financial counseling trends.

• Support marketing and outreach efforts.

• Be prepared to travel up to 50% of the time for designated periods, possibly lasting up to 6 months, to provide in-person support globally and aboard Navy ships.

• This position does not include supervisory responsibilities.

⛳️ Requirements

• A bachelor's degree OR a combination of education and experience that equates to a bachelor's degree.

• Must hold and maintain national certification as an Accredited Financial Counselor; candidates lacking this certification may be considered with the requirement to obtain it within 12 months of hire.

• Minimum of two years’ experience in providing financial education and training, along with one-on-one financial counseling.

• Proven experience in presenting and facilitating training sessions for both large and small groups in financial management.

• Familiarity with digital technology for virtual training sessions.

• Experience in conducting one-on-one consultations of varying complexity.

• Understanding of needs assessment tools, such as surveys.

• Knowledge of military culture and the challenges associated with military life.

• Ability to collaborate effectively with Command Financial Specialists.

• Insight into personal financial management challenges faced by service members and their families.

• Proficiency in technology tools for virtual service delivery, communication, and collaboration.

• Awareness of social services and community resources.

• Understanding of adult education principles and the development of training curricula based on adult learning models.

• Experience in managing competing priorities.

• Strong verbal and written communication abilities.

• Proficient in Microsoft Office Suite with the capability to prepare management reports.

• Must meet naval shipboard requirements if deployed.

• Availability to work from 8:00 AM to 4:30 PM Eastern Time.

• U.S. Citizenship is mandatory.

• A valid driver's license, passport, transportation, and auto insurance are required.

• Must be able to meet medical and dental health screening requirements for travel to remote locations.

• A quiet workspace with a stable internet connection is required when not traveling.

🏝️ Benefits

• Compensation will be determined based on geographic location and experience; wage details available upon request.

• Remote work is permitted when not traveling, with a requirement for a quiet space and stable internet connection.

• Equal Opportunity Employer.

• Protected Veterans and Individuals with Disabilities are encouraged to apply.