Personal Financial Readiness Specialist

About the Role

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). The 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 Naval Station Norfolk.

Responsibilities

• Support all FFSC programs by serving as the primary resource and subject matter expert for financial-related education and materials.
• Support local commands and area command financial specialists by 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 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 personal and professional training points across the military lifecycle, ensuring only CNIC-approved financial educational content is used.
• Provide nonbiased financial counseling to military members, and upon request, to entitled military family members and other individuals, while handling privacy and confidentiality of all personally identifiable information (PII).
• Offer referrals to approved external or on-installation agencies for cases exceeding the scope of the PFM program.
• Conduct Command Financial Specialist (CFS) training and hold quarterly area-wide personal financial management awareness forums or meetings.
• Conduct semi-annual informational seminars for area command leaders to provide an overview of PFM Program services and initiatives.
• Support return and reunion (R&R) efforts and active Emergency Family Assistance Center (EFAC) events as necessary.
• Serve as the primary point of contact for financial education and counseling services, connecting clients with appropriate resources within the Navy and broader community.
• Liaison with financial institutions on the installation to promote military and family member awareness of their personal financial management 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 and collaborate with Staff Judge Advocate Legal Assistance on complex cases involving foreclosures, evictions, garnishment, and repossessions.
• Coordinate and refer clients to authorized local agencies, DON counterparts, and creditors.
• Collaborate with command leadership and program personnel to leverage insights and coordinate financial readiness programs based on policy requirements and local needs.
• Conduct financial training and transition financial plan reviews for the Transition Assistance Program.
• Maintain and update records (e.g., training attendees, evaluations) using the Fleet and Family Support Management Information System (FFSMIS) and applicable databases.
• Establish and maintain a library or resource center of current financial information and provide authorized physical or digital materials to service members.
• Maintain local PFM Program certification standards in accordance with CNIC FFSP certification standards.
• Attend DOD, DON, and CNIC financial training conferences, meetings, and planning sessions.
• Disseminate pertinent financial management information via newsletters, emails, and/or social media.
• Conduct thorough reviews of Standard Operating Procedures (SOPs) and service delivery to ensure adherence to policy, confidentiality, and quality assurance guidelines.
• Utilize CNIC-approved self-assessments and feedback tools to identify trends and meet organizational needs.
• Perform other duties as assigned.

Requirements

• Must be a U.S. Citizen to obtain and maintain a Secret Security clearance.
• Must pass all applicable records and background checks.
• 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 continuing education requirements.
• Must have at least one (1) year of specialized experience in providing professional personal financial management services.
• This position requires incumbents to obtain and maintain an official passport.

Benefits

A career with the U.S. government provides employees with a comprehensive benefits package. As a federal employee, you and your family will have access to a range of benefits designed to make your federal career rewarding.