Personal Financial Counselor, PFC- Yuma, AZ

Military Spouse Corporate Career Network • Yuma, AZ

2d • Onsite

About The Position

The Personal Financial Counselor provides personal financial services to military service members and their families at assigned military installations. The role delivers the full range of personal financial counseling services, including individual counseling, consultations with commanders or other providers and 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 services remain within scope and meet installation needs. The role also provides financial management support, helps service members prepare spending plans for extended absences, develops informational financial materials, and coordinates and delivers classes and workshops covering topics throughout the military lifecycle. The counselor responds to requests for age-appropriate seminars and may use approved virtual counseling and electronic communication methods.

Additional duties include managing duty-to-warn situations according to Department of Defense protocol; communicating with leadership; participating in individual and group supervision, training, quality improvement committees, and other contract activities as assigned; and performing other duties assigned by a leader. The listed duties are representative and not exhaustive.

Requirements

• Bachelor's degree, or an associate degree plus 4 years of experience, or a high school diploma plus 6 years of experience; a combination of education and work experience may be considered.
• At least 3 years of financial counseling experience.
• U.S. citizenship.
• Fluent English.
• Bilingual 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.
• 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 at assigned military installations.
• Deliver 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.
• 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 on military-lifecycle topics, including arrival at a first duty station and pre- and post-deployment events.
• Respond to requests for age-appropriate classes or seminars.
• Use virtual counseling and electronic communication methods when authorized, such as secure online chat, web-based communication, video communication, or customer-sponsored secure video teleconference.
• 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 in-service training, quality improvement committees, and other assigned or appropriate contract activities.
• Perform other duties as assigned.

Benefits

• Comprehensive benefits package.
• Health, life, voluntary, and other benefits and perks supporting physical, mental, emotional, and financial wellbeing.
• May be eligible for short-term incentives.

What This Job Offers

• Job Type: Full-time