Personal Financial Counselor, Assignment Ready Counselor, PFC, Indiana

Primary Responsibilities

• Provide financial counseling services to military service members and their families.
• Conduct one-on-one counseling, consultations, briefings, and presentations.
• Make available informational financial materials to service members and families.
• Coordinate and publicize various Personal Financial Management (PFM) classes and workshops.
• Respond to requests for age-appropriate classes or seminars.
• Utilize virtual counseling or other electronic modes of communication as needed.

Requirements

• Bachelor's degree required, or an associate degree plus 4 years' experience, or a high school diploma plus 6 years' experience in lieu of a bachelor's degree.
• 3+ years of financial counseling experience.
• U.S. citizenship and fluency in English.
• If required by the contract, bilingual in English and Spanish.
• Able to obtain a favorably adjudicated Tier 2 investigation.
• 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).

Qualifications

• Bachelor's degree preferred.
• Driver's license, valid in state, preferred.

Skills

• Effective utilization of virtual counseling or other electronic modes of communication.
• Ability to communicate with leadership and participate in regular supervision and training.
• Knowledge of Department of Defense (DoD) protocols, particularly concerning duty-to-warn situations.

Benefits

Comprehensive benefits package including health, life, voluntary, and other benefits and perks.

Pay

Salary range: $58,440 - $93,500

Schedule

Short-term, surge, and on-demand coverage resulting from military needs.