Personal Financial Counselor, PFC- Columbus AFB, MS

VetJobs•Columbus AFB, MS
•$58,440 - $93,500•Onsite

About The Position

The Personal Financial Counselor provides personal financial services at assigned military installations, delivering counseling and management services directly to service members and their families. 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 services remain within scope and meet installation needs. The role includes helping service members establish spending plans for extended absences; developing and distributing financial information; and coordinating, publicizing, and delivering Personal Financial Management classes and workshops. Topics may cover the military lifecycle, including arrival at a first duty station, pre- and post-deployment, and personal and career events. The counselor responds to requests for age-appropriate classes or seminars and may use approved virtual counseling and secure electronic communication methods. The counselor follows Department of Defense protocols for duty-to-warn situations, communicates with leadership, participates in individual and group supervision, and shares information about installation trends and issues. The role also participates in training, quality improvement committees, and other contract activities as assigned. Additional duties may be assigned consistent with the purpose of the role.

Requirements

  • Bachelor's degree, or 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 three years of financial counseling experience.
  • U.S. citizenship.
  • Fluent English.
  • One of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
  • Valid in-state driver's license.
  • Ability to obtain a favorably adjudicated Tier 2 investigation.
  • Ability to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.

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.
  • Conduct one-on-one counseling, consultations with commanders or other providers and staff, briefings, presentations, and referrals to 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 on military-lifecycle and other relevant topics.
  • Respond to requests for age-appropriate classes or seminars.
  • Use virtual counseling and secure electronic communication methods when authorized, including web-based tools, secure online chat, video communications, and secure video teleconference.
  • 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-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.
  • A comprehensive benefits package, including health, life, voluntary, and other benefits and perks supporting physical, mental, emotional, and financial wellbeing.
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