Personal Financial Counselor, PFC - Grand Prairie, TX
About The Position
The Personal Financial Counselor provides personal financial services at assigned military installations, delivering financial counseling and management services directly to service members and their families. Services include one-on-one counseling, consultations with commanders or other providers and staff, briefings and presentations, financial education, and referrals to appropriate resources. The counselor works with installation and military branch Points of Contact to ensure the program remains within scope and meets installation needs. The position includes helping service members establish spending plans for extended absences; developing and distributing financial information; and coordinating, publicizing, and teaching Personal Financial Management classes and workshops throughout the military lifecycle. The counselor responds to requests for age-appropriate classes and may use approved virtual counseling and secure electronic communication methods. Additional duties include managing duty-to-warn situations under Department of Defense protocol, communicating trends and issues to leadership, participating in supervision, training, quality improvement, and other assigned contract activities. Additional duties may be assigned.
Requirements
- Bachelor's degree, or an associate degree plus 4 years of experience, or a high school diploma plus 6 years of experience may be considered.
- 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 process.
- Must hold 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 military 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 program services are within scope and meet 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 information about installation trends and issues.
- Participate in in-services, training, quality improvement committees, and other assigned or appropriate contract activities.
- Perform other duties as assigned.
Benefits
- The position may be eligible for short-term incentives.
- Comprehensive benefits package.
- Health, life, voluntary, and other benefits and perks intended to support physical, mental, emotional, and financial wellbeing.
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What This Job Offers
Job Type
Full-time
