Regional Supervisor, PFC

Primary Responsibility

Manages and supervises the Personal Financial Counselors (PFC). Provides weekly supervision regarding financial management services and administrative issues, maintains consistency in service delivery, and ensures program compliance with DoD expectations. Serves as an interface with the Points of Contact (POCs) for the installations served by their team members.

• Reviews contract deliverables and reports for accuracy and compliance.
• Counsels regularly with PFCs.
• Develops narrative summaries to ensure complete, client-ready submissions to the OSD FINRED.

Supervision and Oversight

Maintains oversight for PFC counseling to ensure counselors understand individual service and family member needs, develop action plans, and provide appropriate coaching to utilize suggested resources. Manages services provided by counselors assigned to permanent rotations, on-demand, and surge events.

• Directs the provision of services including financial management services, financial counseling, educational workshops, consultations with base and installation command, and services.
• Collects and manages counselor activity data to facilitate internal and external program reporting.

Coordination and Communication

Coordinates with POCs to ensure the PFC/program meets the needs of the base and installation and provides feedback to the PMO. Directs the provision of services including financial management services, financial counseling, educational workshops, consultations with base and installation command, and services.

• Coordinates and communicates with PFCs to ensure compliance with congressionally mandated disclosures.
• Coordinates and communicates with PFCs to ensure compliance with the Magellan Conflict Of Interest (COI) process.

Conflict of Interest Screening

Screens for and assists with reporting conflict of interest incidents. Coordinates and communicates with PFCs to ensure compliance with the Magellan Conflict Of Interest (COI) process.

Qualifications

• Bachelor's degree required.
• 5+ years of financial counseling post-certification.
• 2+ years documentation, oversight, management and supervisory experience.
• Current counseling competence and certification.
• U.S. citizenship and fluency in English.
• Ability to obtain a Tier 2 Clearance.
• Ability to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
• One of the following active certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

General Job Information

• Title: Regional Supervisor, PFC
• Grade: 26
• Work Experience: Required Document Management, Financial Counseling, Management/Leadership, Supervisory
• Work Experience: Preferred Education: Required A Combination of Education and Work Experience May Be Considered, Bachelor's Education - Preferred
• Licenses and Certifications: Required AFC - Accredited Financial Counselor - EnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterprise, ChFC - Chartered Financial Consultant - EnterpriseEnterprise
• Licenses and Certifications: Preferred
• Salary Range: Salary Minimum: $70,715 Salary Maximum: $113,145