Regional Supervisor, PFC

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

📋 Description

• Oversee and manage Personal Financial Counselors (PFCs)

• Provide weekly guidance on financial management services and administrative matters

• Ensure consistent service delivery while adhering to Department of Defense standards

• Liaise with installation Points of Contact (POCs)

• Evaluate contract deliverables and reports for precision and compliance

• Conduct regular check-ins with PFCs and prepare narrative summaries for client-ready submissions to OSD FINRED

• Supervise the implementation of PFC and company policies and procedures

• Utilize quality improvement processes to review policy and procedure modifications

• Assess and supervise duty-to-warn and restricted-reporting processes

• Engage in the Quality Assurance and Improvement Committee, providing feedback from field operations

• Monitor PFC interactions with service members, their families, POCs, colleagues, and community resource representatives

• Manage counseling services for permanent rotations, on-demand tasks, and surge events

• Ensure counseling includes needs assessment, action plans, coaching, and resource utilization

• Direct financial management services, financial counseling, educational workshops, and consultations with base and installation leadership

• Oversee the timely collection of counselor activity data for both internal and external reporting

• Direct PFC consultations with POCs and base and installation leadership

• Collaborate with POCs to ensure program services align with installation requirements and provide feedback to the PMO

• Identify and assist with the reporting of conflicts of interest

• Ensure compliance with congressionally mandated disclosures and the Magellan COI process

⛳️ Requirements

• A Bachelor's degree is required; a combination of education and relevant work experience may be accepted

• Over 5 years of post-certification financial counseling experience

• At least 2 years of experience in documentation, oversight, management, and supervision

• Current counseling competence and certification are mandatory

• Must be a U.S. citizen

• Proficiency in English is required

• Ability to obtain a Tier 2 Clearance is necessary

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

• Must possess one active certification: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)

• Experience in document management, financial counseling, management/leadership, and supervision is essential

🏝️ Benefits

• Potential for short-term incentives

• Comprehensive benefits package available

• Health, life, voluntary, and various other benefits

• Benefits and perks that support physical, mental, emotional, and financial wellbeing

• Tobacco-free workplace environment

• Proud Equal Opportunity Employer