Personal Financial Counselor Trainee , PFC

Responsibilities

• Receives training in personal financial counseling services and duties while working towards earning the required certification as a Personal Financial Counselor (PFC).
• Responsible for providing education, information and assistance to members, providers and other internal and external customers.
• Learns how to provide personal financial counseling and management services for service members and their families.
• Learns how to assist service members in establishing a spending plan for extended absences.
• Learns how to coordinate, publicize and provide a wide variety of Personal Financial Management classes and workshops (e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34).
• Learns how to effectively utilize virtual counseling or other electronic modes of communication such as web based, secure online chat, or video-based communications and secure video teleconference sponsored by the customer. Virtual PFC support may only be authorized by OSD FINRED Program office.
• Learns how to manage duty-to-warn situations according to Department of Defense (DoD) protocol.
• Communicates with leadership and participates in regular individual and group supervision.
• Participates in regular in-services and training classes, quality improvement committees or other contract activities as assigned and/or appropriate.
• Performs other duties as assigned.

Requirements

• Bachelor's degree required; may consider applicants with an associate degree plus 4 years' experience in lieu of bachelor's degree.
• May consider applicants with a high school diploma plus 6 years' experience in lieu of a bachelor's degree.
• Must be a U.S. citizen and speak fluent English.
• Must be able to speak and provide presentations in front of small or large groups.
• If required by the contract, must be bilingual in English and Spanish.
• Must be able to obtain a favorably adjudicated Tier 2 investigation status.
• Must be working towards successfully passing and receiving one of the approved Financial Certifications (Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)) for promotion to a PFC Tier 1 position within 3 months of employment.
• Must have over a thousand hours of financial counseling experience (must be achieved prior to application for position).
• Must possess and display attributes of a model employee in relation to attitude, customer service, company culture, and work ethic.
• Must demonstrate ethical conduct and always maintain confidentiality.

Benefits

• Short‑term incentives eligibility.
• Comprehensive benefits package including health, life, voluntary and other perks that enhance physical, mental, emotional and financial wellbeing.

Pay

Salary range: $45,655 – $68,485 (base salary; actual pay adjusted for skills, experience, education and other job‑related factors).