Personal Financial Counselor - Orlando, FL
About The Position
The Personal Financial Counselor provides personal financial services at assigned military installations to service members and their families. The role delivers the full breadth of personal financial counseling, education, and management services, including one-on-one counseling, consultations with commanders or other providers and 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 counselor supports service members with spending plans for extended absences and develops and distributes informational financial materials. The role coordinates, publicizes, and delivers Personal Financial Management classes and workshops covering topics across 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 counselor also responds to requests for age-appropriate classes or seminars. The position requires effective use of virtual counseling and electronic communication modes, such as web-based services, secure online chat, video-based communications, and customer-sponsored secure video teleconference. Virtual support may only be authorized by the OSD FINRED Program office. The counselor manages duty-to-warn situations according to Department of Defense protocol, communicates with leadership, and participates in regular individual and group supervision, in-services and training, quality-improvement committees, and other contract activities as assigned or appropriate. Additional duties may be assigned in line with the intent of the role.
Requirements
- Ability to provide personal financial counseling and management services to service members and their families.
- Ability to effectively use virtual counseling and electronic communication, including web-based services, secure online chat, video-based communications, and secure video teleconference.
- Ability to manage duty-to-warn situations according to Department of Defense protocol.
Responsibilities
- Provide personal financial counseling and management services to service members and their families at assigned military installations.
- Deliver financial education and counseling through individual sessions, consultations with commanders or other providers and staff, briefings, presentations, and referrals.
- 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 their 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 electronic communication modes effectively when authorized.
- Manage duty-to-warn situations in accordance with Department of Defense protocol.
- Communicate with leadership and participate in regular individual and group supervision, sharing information about trends and issues at assigned installations.
- Participate in in-services, training, quality-improvement committees, and other assigned or appropriate contract activities.
- Perform additional duties assigned by a leader in line with the intent of the role.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
