Personal Financial Counselor

Personal Financial Counselors (PFC) provide personal financial counseling services at assigned military installations. Primary responsibilities include the full breadth of financial counseling to service members and their families. Services include financial education that may include one-on-one counseling, consultation with a commander or another provider or staff, conducting briefings and educational presentations, or providing referral resources to a participant outside the context of a counseling session. Works closely with the installation and military branch Points of Contact to assure the program is provided within scope and meets the needs of the installation. Furthermore, Personal Financial Counselors in this role will:

• Provide personal financial counseling and management services to adults, children, and youth of service members.
• Provide individualized financial counseling and assistance to service members and families.
• Assist service members in establishing an extended absence financial plan.
• Develop and make available informational financial materials to service members and families.
• Coordinate, publicize, and provide financial management classes/workshops on topics across the military lifecycle, including arrival at first duty station, pre-and post-deployment, and personal and career events outlined in DoDI 1322.34.
• Respond to requests for age‐appropriate classes or seminars for youth and teens as part of on-base education.
• Utilize virtual counseling or other modes of communication, such as secure chat or video-based communications and secure video teleconferencing sponsored by the customer which may be offered as an adjunct to face-to-face counseling in situations where service members and families are unable to attend in person.
• Manage duty to warn and restricted reporting situations according to Department of Defense (DoD) protocol and staffs the cases with leadership.
• Communicate with leadership and participate in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned.
• Participate in regular in-services/training, quality improvement committees , or other contract activities as assigned/appropriate.
• Other duties as assigned.

Other Job Requirements:

• Must have one of the following active certifications:  AFC ®;  ChFC ®; or  CFP ®.
• Must be a U.S. citizen and speak fluent English.
• Bachelor’s degree  OR a combination of education and experience that equips the individual to serve as a financial counselor.
• Be able to obtain a favorably adjudicated Tier 1 investigation.
• Must have over 1,000 hours of financial counseling experience.

Starting Salary:  $70,000 - $82,000

• Health / Dental / Vision insurance
• 401(k) matching
• Paid time off (PTO) + Federal Holidays off
• Health Savings Account (HSA)
• Flexible Spending Account (FSA)
• Employee assistance program (EAP)
• Life insurance
• Retirement plan
• Tuition reimbursement

Work Location : Office