Personal Financial Counselor, Assignment Ready Counselor, PFC Texas
Core
Provide short-term, surge, and on-demand personal financial counseling and management services to military service members and their families at military installations, including one-on-one sessions, workshops, and virtual support.
Role type
Personal Financial Counselor (Military Contract)
Builds
Personal financial management programs and educational workshops for military personnel
Domain
Military / Defense / Personal Finance
Deliverable
client delivery
Required skills
Personal financial counseling, spending plan development, workshop facilitation, virtual counseling, Tier 2 investigation clearance, OCI disclosure process
Preferred skills
Bilingual (English/Spanish), Driver's license
Technologies
Secure online chat, video-based communications, secure video teleconference
Responsibilities
Conduct one-on-one financial counseling sessions, develop spending plans for extended absences, coordinate and publicize financial management classes, respond to requests for age-appropriate seminars, manage duty to warn situations per DoD protocol, communicate with leadership regarding trends and issues
Seniority
Mid-level IC