Remote Personal Financial Educator

Zeiders Enterprises, Inc.•Woodbridge, VA

3d•Remote

About The Position

Personal Financial Educators provide one-on-one consultations, education, training, information, and referral services in support of the Fleet and Family Support Program’s Personal Financial Management Program. Services are delivered virtually through webinars, video, email, and phone, as well as in person. Educators may support service members and their families in remote locations around the world and aboard Navy ships, including in port, at sea, or in foreign countries. Topics include car buying, budgeting, credit management, debt liquidation, consumer awareness, insurance, savings and investments, and retirement planning. The role collaborates with Fleet and Family Support Program stakeholders to plan, schedule, and deliver educational programs and services. The position may require travel, including periods of up to six months, and up to 50% travel for specified periods. The employee must meet medical and dental screening requirements for travel to remote locations and shipboard requirements when deployed. The role has no supervisory responsibilities. A quiet workspace with a stable internet connection is required when not traveling.

Requirements

Bachelor’s degree, or an equivalent combination of education and experience that equips the incumbent to serve as a personal financial management counselor.
Must possess and maintain national certification as an Accredited Financial Counselor; candidates without the designation may be considered based on work experience, with the expectation of obtaining certification within 12 months of hire.
Two years of experience providing financial education and training and one-on-one financial counseling.
Experience presenting and facilitating financial management training for large and small groups.
Experience using digital technology to facilitate virtual training.
Experience providing one-on-one consultations of varied complexity.
Knowledge of developing and executing needs assessment tools, such as surveys.
Knowledge of the military and challenges of the military lifestyle.
Ability to work productively with Command Financial Specialists.
Strong understanding of personal financial management issues facing service members and their families, and ability to assist through individual support, training, or appropriate referrals.
Proficiency with technological tools for virtual service delivery, communication, and collaboration.
Knowledge of social services and/or community resources.
Knowledge of adult education principles and development of curricula based on the adult learning model.
Proven ability to manage multiple priorities.
Effective verbal and written communication skills.
Proficiency in Microsoft Office Suite and ability to use software to prepare management reports and provide information.
Ability to meet naval shipboard requirements if deployed aboard a Navy ship.
Ability to work independently and as part of a team.
Ability to deliver effective in-person and virtual presentations and tailor content to the audience.
Ability to manage time, prioritize tasks, meet deadlines with minimal supervision, and work productively without constant oversight.
Strong organizational, customer service, oral communication, written communication, and professionalism skills; ability to manage stress and maintain motivation.
Must be able to accommodate the 8:00 a.m.–4:30 p.m. Eastern Time shift.
Must be able to obtain required health screenings, including medical and dental, for travel to remote locations.
This position requires access to U.S. Government facilities and systems; U.S. citizenship, a valid driver’s license, passport, transportation, and auto insurance are required.

Nice To Haves

Prior experience working with Fleet and Family Support Programs.

Responsibilities

Coordinate, publicize, and provide Personal Financial Management classes and workshops on topics including car buying, budgeting, credit, debt liquidation, consumer awareness, insurance, savings and investments, and retirement planning.
Respond to requests for age-appropriate classes or seminars for youths and teens as part of on-base education.
Provide initial and refresher Command Financial Specialist training.
Assist Command Financial Specialists in developing General Military Training on Personal Financial Management topics.
Provide in-person support aboard Navy ships for shipboard events and Return and Reunions.
Provide individualized financial counseling and assistance to service members and families.
Provide consumer information and assistance with consumer complaints.
Enter information and referral, one-on-one, and group education services into the government’s system of record.
Use technological tools, including collaboration platforms, video conferencing software, and project management tools, to communicate with stakeholders and deliver virtual services.
Perform basic troubleshooting when technology challenges occur.
Maintain up-to-date knowledge of personal finance and financial counseling.
Support marketing and outreach initiatives to promote awareness and use of program services.
Perform other duties as assigned.