Personal Financial Counselor, PFC- Duluth, MN

Military Spouse Corporate Career Network•Duluth, MN
•Onsite

About The Position

Provides personal financial services at assigned military installations, serving military service members and their families. 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. Works with installation and military branch Points of Contact to ensure services remain within scope and meet installation needs. The role also develops and distributes financial information, coordinates and delivers classes and workshops, responds to requests for age-appropriate seminars, and may provide virtual counseling through approved electronic channels. Manages duty-to-warn situations according to Department of Defense protocol and participates in supervision, training, quality improvement, and other assigned contract activities. Additional duties may be assigned consistent with the role.

Responsibilities

  • Provide personal financial counseling and management services to service members and their families.
  • Deliver financial education through one-on-one counseling, consultations, briefings, presentations, and referrals to appropriate 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 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.
  • Respond to requests for age-appropriate classes or seminars.
  • Use virtual counseling and other electronic communication methods, such as web-based services, secure online chat, video-based communications, and customer-sponsored secure video teleconferencing, when authorized by the OSD FINRED Program office.
  • Manage duty-to-warn situations according to Department of Defense protocol.
  • Communicate with leadership and participate in regular individual and group supervision, sharing information about installation trends and issues.
  • Participate in regular in-services and training, quality improvement committees, and other contract activities as assigned or appropriate.
  • Perform other duties as assigned that align with the intent of the role.
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