Personal Financial Counselor, PFC- Yuma, AZ
About The Position
This position provides personal financial services to military service members and their families at assigned military installations. Services include one-on-one counseling, consultations with commanders and other providers or staff, briefings and presentations, financial education, and referral resources. The counselor works with installation and military branch Points of Contact to ensure services remain within scope and meet installation needs. The role includes helping service members establish spending plans for extended absences; developing informational financial materials; and coordinating, publicizing, and teaching Personal Financial Management classes and workshops across the military lifecycle. Topics may include arrival at a first duty station, pre- and post-deployment, and personal or career events. The counselor also responds to requests for age-appropriate classes or seminars and may use approved virtual counseling and secure electronic communication methods. The counselor manages duty-to-warn situations in accordance with Department of Defense protocols, communicates with leadership, participates in individual and group supervision, and shares information about installation trends and issues. The role also includes participating in training, quality improvement committees, and other assigned contract activities. Additional duties may be assigned in keeping with the intent of the role.
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 in lieu of a bachelor's degree.
- At least 3 years of financial counseling experience.
- U.S. citizenship.
- Fluent English.
- Ability to obtain a favorably adjudicated Tier 2 investigation.
- Ability to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest process.
- One of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
- Valid in-state driver's license.
Nice To Haves
- Bilingual English and Spanish, if required by the contract.
Responsibilities
- Provide personal financial counseling and management services to service members and their families at assigned military installations.
- Provide one-on-one counseling, consultations, briefings, presentations, education, and referral resources.
- Work with installation and military branch Points of Contact to ensure services are within scope and meet installation needs.
- Help service members establish 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 by the OSD FINRED Program office.
- Manage duty-to-warn situations according to Department of Defense protocols.
- 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 contract activities.
- Perform other duties as assigned.
Benefits
- May be eligible for short-term incentives.
- Comprehensive benefits package.
- Health, life, voluntary, and other benefits and perks supporting physical, mental, emotional, and financial wellbeing.
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What This Job Offers
Job Type
Full-time
