Personal Financial Counselor, PFC- Duluth, MN

VetJobs • Duluth, MN

2d • $58,440 - $93,500 • Onsite

About The Position

The Personal Financial Counselor provides personal financial services to military service members and their families at assigned military installations. Services include one-on-one counseling, consultation with commanders and other providers or staff, briefings and presentations, and referrals to resources outside counseling sessions. The counselor works with installation and military branch Points of Contact to ensure the program operates within scope and meets installation needs.

The role includes helping service members establish spending plans for extended absences; developing and providing informational financial materials; and coordinating, publicizing, and delivering Personal Financial Management classes and workshops across the military lifecycle. The counselor responds to requests for age-appropriate classes and seminars and may use authorized virtual counseling and secure electronic communication methods. The position also involves handling duty-to-warn situations under Department of Defense protocol, communicating with leadership, participating in supervision and training, and contributing to quality improvement committees and other contract activities as assigned.

Requirements

• Bachelor's degree required; an associate degree plus four years of experience, or a high school diploma plus six years of experience, may be considered in lieu of a bachelor's degree.
• At least 3 years of financial counseling experience.
• Must be a U.S. citizen and speak fluent English.
• Must be bilingual in English and Spanish if required by the contract.
• Must be able to obtain a favorably adjudicated Tier 2 investigation.
• Must pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
• Must hold at least one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
• Valid in-state driver's license.

Responsibilities

• Provide personal financial counseling and management services to service members and their families at assigned military installations.
• Deliver one-on-one counseling, consultations, briefings, presentations, and referrals to financial resources.
• Work with installation and military branch Points of Contact to ensure the program operates within scope and meets installation needs.
• Assist service members in establishing spending plans for extended absences.
• Develop and make informational financial materials available to service members and families.
• Coordinate, publicize, and provide Personal Financial Management classes and workshops covering topics across the military lifecycle.
• Respond to requests for age-appropriate classes or seminars.
• Use virtual counseling and secure electronic communication methods when authorized.
• Manage duty-to-warn situations according to Department of Defense protocol.
• Communicate with leadership and participate in individual and group supervision, sharing trends and issues from assigned installations.
• Participate in in-service training, quality improvement committees, and other contract activities as assigned or appropriate.
• Perform other duties as assigned.

Benefits

• The position may be eligible for short-term incentives.
• Comprehensive benefits package including health, life, voluntary, and other benefits and perks supporting physical, mental, emotional, and financial wellbeing.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level