Personal Financial Counselor, PFC-Wright-Patterson

About the role

This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations.

Responsibilities

• Provide personal financial counseling services to military service members and their families at assigned military installations.
• Deliver education and counseling on financial services, including one‑on‑one counseling, consultation with commanders or other providers/staff, conducting briefings and presentations, and providing referral resources outside counseling sessions.
• Work closely with installation and military branch Points of Contact (POC) to ensure the program stays within scope and meets installation needs.
• Assist service members in establishing spending plans for extended absences.
• Develop and distribute informational financial materials for service members and families.
• Coordinate, publicize, and facilitate a wide variety of Personal Financial Management classes and workshops covering topics across the military lifecycle (e.g., arrival at first duty station, pre‑ and post‑deployment, personal and career events per DoDI 1322.34) and respond to requests for age‑appropriate classes or seminars.
• Utilize virtual counseling or other electronic communication methods (web‑based secure chat, video‑based communications, secure video teleconference) as authorized by the OSD FINRED Program office.
• Manage duty‑to‑warn situations in accordance with DoD protocol.
• Communicate with leadership and participate in regular individual and group supervision, sharing installation‑specific trends and issues.
• Engage in regular in‑service training, quality improvement committees, or other contract activities as assigned.
• Perform other duties as assigned.

Requirements

• Bachelor’s degree required; alternatively, an associate degree plus 4 years’ experience or a high school diploma plus 6 years’ experience may be considered.
• Minimum 3+ years of financial counseling experience.
• U.S. citizenship and fluency in English; bilingual English/Spanish ability if required by contract.
• Ability to obtain a favorably adjudicated Tier 2 background investigation.
• Must pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
• Hold one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
• Possess a valid state driver’s license.

Benefits

• Comprehensive benefits package including health, life, voluntary, and other perks supporting physical, mental, emotional, and financial wellbeing.
• Eligibility for short‑term incentives.

Pay

The anticipated base salary range is $58,440 – $93,500 per year; actual compensation varies by location and is adjusted based on skills, experience, education, and other job‑related factors permitted by law.