Personal Financial Readiness Specialist

We need to output HTML fragment with sections: About the role? The posting includes summary and duties. Use

for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must include only sections with real content. The posting includes summary (About the role). Duties (Responsibilities). Requirements (Conditions of employment). Qualifications (Education and experience). Skills are embedded within qualifications but we could separate? The instruction: Use headings for those categories if content exists. We have content for About the role (summary). Responsibilities (duties). Requirements (conditions of employment). Qualifications (education, experience). Skills maybe part of qualifications but we could still include Skills heading if we extract skill statements. However we must not create thin sections. Better to combine skills into Qualifications or Responsibilities? The instruction says prefer a few substantive sections over many thin ones. So we could have About the role, Responsibilities, Requirements, Qualifications. No Benefits, Pay, Schedule because not specified (salary dependent on experience, not specific). Benefits section: there is "Help Review our benefits" but no details, so we should not include Benefits. Pay: not specific. Schedule: not specified. Thus produce:

About the role

... summary text ...

Responsibilities

• ... each duty ...

Requirements

• ... each condition ...

Qualifications

• ... experience, knowledge, skills, education ...

We must preserve all substantive information, not invent or summarize away detail. Need to include all duties, requirements, qualifications, etc. Must not omit any. Must not include boilerplate like EEO, etc. The posting includes many lines; we need to extract duties list, requirements list, qualifications list. Let's parse. Summary: "This position is assigned to Commander, Navy Installations Command (CNIC), Fleet and Family Readiness Department (N9), Family Readiness Division (N91), Work and Family Life Branch (N911). Incumbent serves as the primary resource or as part of the team for the local installation Fleet and Family Support Center (FFSC) Personal Financial Management (PFM) Program for Joint Base Pearl Harbor Hickam." That's the summary. Duties: after "Duties Help In order to qualify..." Actually there is a paragraph about resumes then "Duties include but are not limited to:" then a long list of duties each starting with a verb. We need to capture each duty as a list item. Let's extract duties: - Support all FFSC programs by serving as the primary resource and subject matter expert for financial-related education and materials and support local commands and area command financial specialists by serving as the primary resource and subject matter expert in tailoring personal financial management information, materials, and education programs to the local area. - Develop and implement a program of direct counseling assistance to the total military family, providing financial literacy and education and training to individuals and groups on credit management, savings and investments, consumer affairs, debt liquidation, financial counseling, budget counseling, and other financial-related topics. - Utilize PFR course curricula to conduct training and prepare accompanying resource materials in accordance with the personal and professional training points across the military lifecycle, ensuring only CNIC approved financial educational content and material are used in all training and counseling activities. - Provide nonbiased-financial counseling to military members, and upon request, to entitled military family members and other individuals. - Handle privacy and confidentiality of all PII provided by the client or encountered during a counseling session in accordance with USN policy. - Offer military members, civilians, and their family members referrals to approved external or on-installation agencies for cases that exceed the scope of the PFM program, to ensure clients receive specialized assistance and support, as needed. - Conduct Command Financial Specialist (CFS) training. - Hold, at least quarterly, an area-wide personal financial management awareness forum or meeting to address current command issues, training on new developments, initiatives, or specific topics of interest, and answer questions CFSs may have. - Conduct, at least semi-annually, an informational seminar for area command leaders to provide an introduction and overview of PFM Program services, assistance, and initiatives. - Support return and reunion (R&R) efforts underway and active Emergency Family Assistance Center (EFAC) events, when necessary. - Serve as the primary point of contact for financial education and counseling services, connecting clients with appropriate resources within the Navy and in the broader community. - Liaison with financial institutions located on the installation to promote military and family member awareness and use of their personal financial management counseling and information services. - Assist military members with developing the financial portions of their family care plan and appropriate duty screenings. - Develop local networks to enhance program delivery. - Work with Staff Judge Advocate Legal Assistance in managing complex cases involving foreclosures, evictions, garnishment, and repossessions. - Coordinate and refer clients to authorized local agencies, DON counterparts, and client creditors. - Collaborate with and provide advice to command leadership and program personnel to leverage insights and coordinate financial readiness programs and services based on policy requirements and unique local area needs. - Conduct financial training and transition financial plan reviews for the Transition Assistance Program. - Maintain and update records, e.g., training attendees, training evaluations, etc., utilizing the Fleet and Family Support Management Information System (FFSMIS) and applicable databases, in a timely and accurate manner. - Establish and maintain a library or resource center of current financial information and resources (e.g., bankruptcy laws and options, consumer protection laws, money management, etc.) and provide authorized physical or digital materials to service members. - Maintain local PFM Program certification standards IAW with CNIC FFSP certification standards. - Attend DOD, DON, and CNIC financial training conferences, meetings, planning sessions, etc. - Disseminate pertinent financial management information within the local area via newsletters, emails, and/or social media to inform the local military community of programs and services. - Conduct thorough reviews of Standard Operating Procedures (SOPs) and service delivery, based on local area needs, to ensure adherence to established policy, confidentiality, and quality assurance guidelines. - Utilize CNIC approved self-assessments, feedback from required quarterly personal financial awareness forums, and various measurement tools to identify trends and utilize resources required to meet organizational needs. - Perform other duties as assigned. Now Requirements (Conditions of employment): - This position requires incumbents to obtain and maintain an official passport. - Must be a U.S. Citizen to obtain and maintain a Secret Security clearance. - Must pass all applicable records and background check. - Valid, state-issued driver’s license is required. - Obtain an Accredited Financial Counselor (AFC) (or other Nationally Accredited Financial Certification, pending approval) certification within 2 years of assignment, and maintain AFC continuing education requirements for the duration of employment. - Must successfully pass the E-Verify employment verification check. - Any discrepancies must be resolved as a condition of employment. Also there is "If selected, relocation to the local commuting area (50 miles) of Joint Base Pearl Harbor-Hickam is required." That's also a requirement? It's under Additional information. Could be included in Requirements or maybe separate but we can include in Requirements as it's a condition. Also "Participation in Direct Deposit/Electronic Fund Transfer within the first 30 days of employment is required." Also "Selectee may be required to complete a one (1) year probationary period." Also "For positions requiring travel more than twice per year, selectee may be required to obtain and maintain in good standing a Government-issued Travel Card for official government travel purposes." Also "Executive Order 12564 requires a Federal workplace free of illegal drugs. According to the Executive Order, all Federal employees are required to remain drug free throughout their employment. Commander, Navy Installations Command is a Drug-Free Federal Workplace. The use of illegal drugs will not be tolerated, and use of or intoxication by illegal drugs will result in penalties up to and including removal from Federal Service." Also "Candidates should be committed to improving the efficiency of the Federal government, passionate about the ideals of our American republic, and committed to upholding the rule of law and the United States Constitution." These are also requirements/conditions. We'll include them. Now Qualifications: - Resumes must include information which demonstrates experience and knowledge, skills, and ability (KSAs) as they relate to this position. Applicants are encouraged to be clear and specific when describing their experience level and KSAs. A qualified candidate possesses the following: - At least one (1) year specialized experience in providing professional personal financial management services. - Comprehensive knowledge of a wide range of concepts, principles, and practices covering personal financial management and planning, i.e., financial counseling, budget techniques, credit management, insurance, savings, investment, taxes, relocation, retirement planning, and consumer education, issues, advocacy, and complaint resolution to research, identify, analyze, and solve intense and complex financial problems and train individuals and groups on mandatory financial-related topics. - Skill in utilizing computer-based training platforms, technological tools, and software applications to deliver training materials, and conduct training and counseling sessions. - Skill in developing, planning, organizing, conducting, and facilitating formal educational instruction (e.g., workshops, briefings, trainings, etc.) to large groups on a wide range of financial and consumer awareness topics. - Skill in interviewing individuals to establish the nature and extreme financial concerns and issues, assisting in developing their financial goals and plans and determining appropriate referral services and options. - Knowledge of management practices and procedures for program development, analysis, planning, and evaluation to support military readiness, retention, and mission accomplishment for personal financial readiness. - Skill in using verbal and written communication methods and techniques and various computer software, spreadsheets, word processing, and network programs (e.g., Word, Excel, PowerPoint, FFSC databases) to develop, analyze, evaluate, plan, organize, and clearly, concisely, and logically present facts; coordinate with various authorized civilian and military contacts to assist military members and civilian employees with resolving personal financial issues; and collaborate and network with military services and authorized civilian financial agencies on and off the installation. - Skill in collecting, evaluating, and disseminating information and assessing strengths, weaknesses, and needs of serviced population to establish program goals, objectives, and procedures. - Education: This position does not have a positive education requirement. Also Additional information: Salary is dependent on experience and/or education. Some positions have special requirements. Selectee may be required to complete a one (1) year probationary period. Participation in Direct Deposit/Electronic Fund Transfer within the first 30 days of employment is required. We utilize E-Verify to confirm selectee's eligibility to work in the United States. Salary is dependent on experience and/or education. This announcement may be used to fill additional vacancies within 60 days of issuance of selection certificate. For positions requiring travel more than twice per year, selectee may be required to obtain and maintain in good standing a Government-issued Travel Card for official government travel purposes. Executive Order 12564 ... etc. Candidates should be committed... We already captured many of these in Requirements. To avoid duplication, we should include each piece only once. Let's consolidate. We'll create Requirements list containing: - Obtain and maintain an official passport. - Must be a U.S. Citizen to obtain and maintain a Secret Security clearance. - Must pass all applicable records and background check. - Valid, state-issued driver’s license required. - Obtain an Accredited Financial Counselor (AFC) (or other Nationally Accredited Financial Certification, pending approval) certification within 2 years of assignment, and maintain AFC continuing education requirements for the duration of employment. - Must successfully pass the E-Verify employment verification check; any discrepancies must be resolved as a condition of employment. - Relocation to the local commuting area (50 miles) of Joint Base Pearl Harbor-Hickam is required if selected. - Participation in Direct Deposit/Electronic Fund Transfer within the first 30 days of employment is required. - May be required to complete a one (1) year probationary