Personal Financial Counselor, PFC-Army National Guard-Farmingdale, NY

Responsibilities

• Provide personal financial counseling services to military service members and their families at assigned military installations, including one-on-one counseling, consultation with commanders or other providers, conducting briefings and presentations, and providing referral resources.
• Work closely with installation and military branch Points of Contact (POC) to ensure the program operates within scope and meets installation needs.
• Assist service members in establishing spending plans for extended absences.
• Develop and make available informational financial materials to service members and families.
• Coordinate, publicize, and provide a wide variety of Personal Financial Management classes/workshops across the military lifecycle (e.g., arrival at first duty station, pre- and post-deployment, personal and career events per DoDI 1322.34).
• Respond to requests for age-appropriate classes or seminars.
• Effectively utilize virtual counseling and electronic communication modes (web-based, secure online chat, video-based communications, secure video teleconference) as authorized by the OSD FINRED Program Office.
• Manage duty-to-warn situations according to Department of Defense (DoD) protocol.
• Communicate with leadership and participate in regular individual and group supervision, sharing information regarding trends and issues on assigned installations.
• Participate in regular in-services/training, quality improvement committees, or other contract activities as assigned.
• Perform all other duties as assigned; duties listed are representative and not all-inclusive.

Requirements

• Bachelor's degree required. An associate degree plus 4 years' experience, or a high school diploma plus 6 years' experience, may be considered in lieu of a bachelor's degree.
• 5+ years of financial counseling experience.
• Must be a U.S. citizen and speak fluent English.
• If required by the contract, must be bilingual in English and Spanish.
• Ability to obtain a favorably adjudicated Tier 2 investigation.
• Ability to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
• Must hold one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
• Valid driver's license in state of assignment.

Pay

Salary range: $64,285 – $102,855 per year (anticipated base salary based on current national data; actual pay adjusted for skills, experience, education, location, and other job-related factors permitted by law). Position may be eligible for short-term incentives.

Benefits

Comprehensive benefits package including a broad range of health, life, voluntary, and other benefits and perks that enhance physical, mental, emotional, and financial wellbeing.