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Personal Financial Counselor (PFC) - Pittsburgh, PA, USA

JLAN Solutions · Pittsburgh, PA · 3 wk ago
FinanceFull-time

POSITION OVERVIEW

The Personal Financial Counselor (PFC) provides comprehensive personal financial services to military service members and their families at designated military installations. This role involves direct counseling, education, and resource referral services to help military families navigate the full spectrum of personal financial management. The PFC works in collaboration with military leadership and installation points of contact (POCs) to ensure services align with the unique needs of the military community and adhere to program scope.

CORE COMPETENCIES

  • Excellent Oral & Written Communication
  • Client Relationship Building & Empathy
  • Conflict Resolution & Negotiation
  • Leadership & Team Collaboration
  • Strategic Planning & Goal Setting
  • Continuous Professional Development
  • Strong Analytical Analysis
  • Financial Literacy & Budget Analysis
  • Debt Management & Investment Knowledge
  • Risk Assessment & Crisis Support
  • Regulatory Compliance Knowledge
  • Confidentiality & Compliance
  • Resourcefulness & Adaptability
  • Quick-Thinking & Problem-solving
  • Instructional, Coaching, & Mentoring Skills
  • Technologically Proficient

KEY RESPONSIBILITIES

  • Provide individual financial counseling and management services to service members and their families.
  • Aid service members in developing spending plans for deployment or extended absences.
  • Deliver educational workshops and briefings on financial topics across the military lifecycle (e.g., arrival at first duty station, deployment cycles, transition planning).
  • Develop and distribute financial education materials tailored to service member needs.
  • Coordinate and publicize Personal Financial Management (PFM) workshops and classes in accordance with DoDI 1322.34.
  • Respond to requests for age-appropriate financial education and seminars.
  • Utilize virtual platforms (e.g., secure chat, video conferencing) when authorized to provide counseling services remotely.
  • Manage duty-to-warn situations in accordance with Department of Defense (DoD) protocols.
  • Participate in individual and group supervision, training, and quality improvement initiatives.
  • Maintain communication with leadership and report on installation trends and needs.
  • Perform other related duties as assigned.

EXPERIENCE

Minimum 5 years of financial counseling experience required. Prior experience with military populations preferred.

EDUCATION REQUIRED

  • BACHELOR'S DEGREE
  • ASSOCIATE'S DEGREE +4 yrs. relevant experience, OR
  • HIGH SCHOOL DIPLOMA +6 yrs. relevant experience.

CERTIFICATIONS

  • Accredited Financial Counselor (AFC)
  • Certified Financial Planner (CFP)
  • Chartered Financial Consultant (ChFC)

OTHER REQUIREMENTS

  • Must be a U.S. citizen and fluent in English.
  • Bilingual (English/Spanish) preferred, if required by contract.
  • Must hold a valid driver's license.
  • Must be able to obtain and maintain a favorably adjudicated Tier 2 background investigation.

WORK ENVIRONMENT

On-site at military installations with potential for virtual delivery of services as approved. Regular interaction with military personnel, leadership, and family support programs.

COMPENSATION & BENEFITS

Compensation and benefits details are provided in the job description. Includes short-term incentives and comprehensive benefits, including health, life, and financial wellness programs. Tobacco-free workplace. Equal Opportunity Employer - EOE/M/F/Vet/Disabled.

EQUAL OPPORTUNITY EMPLOYER (EOE) STATEMENT

JLAN Solutions is an equal opportunity/affirmative action employer and does not discriminate against any applicant for employment on the basis of race, color, religion, sex, age, sexual orientation, gender identity, national origin, veteran status or physical impairment.

EMPLOYER STATEMENT

Every employee must comply with applicable legal, regulatory, & contractual requirements as well as internal policies. Employees must understand, attest to the security responsibilities, & controls unique to their position.

TIER 2 BACKGROUND CHECK

Please note a comprehensive preemployment background investigation is required for the position. Including, but not limited to, criminal background checks, education verification, employment history, & professional references. Offers of employment are contingent upon the successful completion of these screenings.

PLEASE E-MAIL RESUMES AND ANY QUESTIONS TO:

Recruiting@jlansolutions.com

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