Personal Financial Counselor; Assignment Ready Counselor, PFC, Gary, IN
Core
Provide personal financial counseling and management services to military service members and their families, including one-on-one sessions, workshops, and spending plan assistance.
Role type
Personal Financial Counselor (IC)
Builds
Financial education programs, counseling sessions, and spending plans for military personnel
Domain
Military / Personal Finance
Deliverable
client delivery
Required skills
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 and deliver financial management classes and workshops; Coordinate with military Points of Contact to ensure program scope; Manage duty to warn situations per DoD protocol; Utilize virtual communication tools for counseling; Participate in regular supervision and training
Seniority
Mid-level IC
