Personal Financial Counselor (PFC) - Pittsburgh, PA, USA

JLAN Solutions•Pittsburgh, PA

54d•Hybrid

About The Position

JLAN Solutions is seeking a passionate Personal Financial Counselor (PFC) to play a vital role in supporting military service members and their families. This position offers the opportunity to serve as a trusted advisor, educator, and advocate, providing guidance on budgeting, debt management, retirement planning, and home ownership. The PFC will foster financial resilience, build lasting relationships, and contribute directly to the strength of the military community by helping individuals navigate financial challenges and transitions.

Requirements

Minimum 5 years of financial counseling experience required.
Must be a U.S. citizen and fluent in English.
Must hold a valid driver's license.
Must be able to obtain and maintain a favorably adjudicated Tier 2 background investigation.
Excellent Oral & Written Communication
Client Relationship Building & Empathy
Conflict Resolution & Negotiation
Leadership & Team Collaboration
Strategic Planning & Goal Setting
Continuous Professional Development
Strong Analytical Analysis
Financial Literacy & Budget Analysis
Debt Management & Investment Knowledge
Risk Assessment & Crisis Support
Regulatory Compliance Knowledge
Confidentiality & Compliance
Resourcefulness & Adaptability
Quick-Thinking & Problem-solving
Instructional, Coaching, & Mentoring Skills
Technologically Proficient

Nice To Haves

Prior experience with military populations preferred.
Bilingual (English/Spanish) preferred, if required by contract.

Responsibilities

Provide individual financial counseling and management services to service members and their families.
Assist service members in developing spending plans for deployment or extended absences.
Deliver educational workshops and briefings on financial topics across the military lifecycle (e.g., arrival at first duty station, deployment cycles, transition planning).
Develop and distribute financial education materials tailored to service member needs.
Coordinate and publicize Personal Financial Management (PFM) workshops and classes in accordance with DoDI 1322.34.
Respond to requests for age-appropriate financial education and seminars.
Utilize virtual platforms (e.g., secure chat, video conferencing) when authorized to provide counseling services remotely.
Manage duty-to-warn situations in accordance with Department of Defense (DoD) protocols.
Participate in individual and group supervision, training, and quality improvement initiatives.
Maintain communication with leadership and report on installation trends and needs.
Perform other related duties as assigned.