Personal Financial Counselor, PFC- Columbus AFB, MS
About The Position
This position provides personal financial services at assigned military installations, delivering the full breadth of personal financial counseling services to military service members and their families. Services may include one-on-one counseling; consultations with commanders, other providers, or 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 the program operates within scope and meets installation needs. The counselor provides financial counseling and management services, helps service members establish spending plans for extended absences, develops informational financial materials, and coordinates and delivers classes and workshops on financial management. Topics 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 or seminars. The position requires effective use of virtual counseling and electronic communication methods, such as web-based services, secure online chat, video communications, and customer-sponsored secure video teleconferencing. Virtual PFC support may only be authorized by the OSD FINRED Program office. The counselor manages duty-to-warn situations according to DoD protocol, communicates with leadership, participates in individual and group supervision, and shares information about installation trends and issues. The role also participates in in-service training, quality improvement committees, and other contract activities as assigned or appropriate. Additional duties may be assigned in keeping with the intent of the job.
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.
- Must hold 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.
- Consult with commanders, other providers, or staff; conduct briefings and presentations; and provide referrals to appropriate resources.
- Help service members establish spending plans for extended absences.
- Develop and make informational financial materials available to service members and families.
- Coordinate, publicize, and deliver 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 methods effectively when authorized.
- 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.
- Work with installation and military branch Points of Contact to ensure the program operates within scope and meets installation needs.
- Perform other duties as assigned.
Benefits
- Comprehensive benefits package, including a broad range of health, life, voluntary, and other benefits and perks supporting physical, mental, emotional, and financial wellbeing.
- May be eligible for short-term incentives.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
