Personal Financial Counselor, PFC - Grand Prairie, Texas
About The Position
The Personal Financial Counselor provides personal financial services to military service members and their families at assigned military installations. The role delivers a broad range of financial counseling and education, including individual counseling, consultations with commanders or other providers and staff, briefings and presentations, and referrals to resources outside counseling sessions. The counselor works closely with installation and military branch Points of Contact to ensure services remain within program scope and meet installation needs. The counselor helps service members establish spending plans for extended absences; develops and distributes informational financial materials; and coordinates, publicizes, and conducts Personal Financial Management classes and workshops. Topics may span the military lifecycle, including arrival at a first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34. The role also responds to requests for age-appropriate classes and seminars and may provide authorized virtual support using secure online chat, web-based communication, video, or customer-sponsored secure video teleconference. The position manages duty-to-warn situations according to Department of Defense protocol, communicates with leadership, and participates in individual and group supervision, sharing installation trends and issues. The counselor also participates in in-service training, quality improvement committees, and other assigned contract activities. Additional duties may be assigned in line with the role.
Requirements
- Bachelor's degree required; 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.
- Must be bilingual in English and Spanish if required by the contract.
- Ability to obtain a favorably adjudicated Tier 2 investigation.
- Ability to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) 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.
Responsibilities
- Provide personal financial counseling and management services to service members and their families at assigned military installations.
- Deliver financial education and counseling through one-on-one sessions, consultations, briefings, presentations, and referrals to resources.
- Work with installation and military branch Points of Contact to ensure services are within program 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 their families.
- Coordinate, publicize, and provide Personal Financial Management classes and workshops on topics across the military lifecycle.
- Respond to requests for age-appropriate classes or seminars.
- Use virtual counseling and other electronic communication methods when authorized, including web-based communication, secure online chat, video, and secure video teleconference.
- Manage duty-to-warn situations according to Department of Defense protocol.
- Communicate with leadership and participate in individual and group supervision, sharing installation trends and issues.
- Participate in in-service training, quality improvement committees, and other assigned or appropriate contract activities.
- Perform other duties as assigned.
Benefits
- May be eligible for short-term incentives.
- Comprehensive benefits package, including health, life, voluntary, and other benefits and perks.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
