Personal Financial Counselor, Assignment Ready Counselor, PFC Montana

Responsibilities

• Provide coverage in short-term, surge and on-demand situations resulting from military needs.
• Offer full breadth of personal financial counseling services to military service members and their families at military installations.
• Address financial services through one-on-one counseling, consultations, briefings, and presentations.
• Work closely with installation and military branch Points of Contact to ensure program scope and needs alignment.
• Assist service members in establishing spending plans for extended absences.
• Develop and distribute informational financial materials to service members and families.
• Coordinate and provide a variety of Personal Financial Management classes and workshops, covering topics relevant to the military lifecycle.
• Respond to requests for age-appropriate classes or seminars.
• Utilize virtual counseling or electronic communication methods as needed.
• Manage duty-to-warn situations according to DoD protocol.
• Communicate with leadership and participate in regular supervision and training sessions.
• Participate in in-services, quality improvement committees, and other contract activities as assigned.

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.
• Passes 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

• Required work experience in financial counseling.

Skills

• Effective utilization of virtual counseling or electronic communication methods.
• Ability to manage duty-to-warn situations according to DoD protocol.
• Strong communication and interpersonal skills.
• Knowledge of military lifecycle and financial services.

Benefits

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

This position may be eligible for short-term incentives.