Personal Financial Counselor, PFC - Grand Prairie, TX

Military Spouse Corporate Career Network • Grand Prairie, TX

2d • Onsite

About The Position

The Personal Financial Counselor provides personal financial services to military service members and their families at assigned military installations. Services include one-on-one counseling, consultations with commanders and other providers or staff, briefings and presentations, and referrals to resources outside counseling sessions. The counselor works with installation and military branch Points of Contact to ensure the program stays within scope and meets installation needs.

The role includes helping service members establish spending plans for extended absences; developing and distributing financial information; and coordinating, publicizing, and delivering Personal Financial Management classes and workshops across the military lifecycle. Topics may include arrival at a first duty station, pre- and post-deployment, and personal or career events. The counselor responds to requests for age-appropriate classes and may use virtual counseling and secure electronic communication when authorized by the OSD FINRED Program office.

The counselor manages duty-to-warn situations according to Department of Defense protocol, communicates with leadership, participates in individual and group supervision, shares installation trends and issues, and takes part in training, quality-improvement committees, and other assigned contract activities. Additional duties may be assigned.

Requirements

• Bachelor's degree, or an associate degree plus 4 years of experience, or a high school diploma plus 6 years of experience.
• 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 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.
• Conduct one-on-one counseling, consultations with commanders or other providers and staff, briefings, and presentations; provide referrals to outside resources when appropriate.
• Work with installation and military branch Points of Contact to ensure services remain within scope and address installation needs.
• Assist service members in establishing spending plans for extended absences.
• Develop and make financial information materials available to service members and families.
• Coordinate, publicize, and deliver Personal Financial Management classes and workshops on topics across the military lifecycle, including first duty station arrival, pre- and post-deployment, and personal and career events.
• Respond to requests for age-appropriate classes or seminars.
• Use virtual counseling and secure electronic communication methods 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 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