Personal Financial Counselor, PFC Baumholder, GE
Core
Provide personal financial counseling and management services to military service members and their families at military installations.
Role type
Personal Financial Counselor
Builds
Financial education programs, spending plans, and counseling sessions for military personnel
Domain
Military / Personal Finance
Deliverable
client delivery
Required skills
financial counseling, spending plan development, workshop facilitation, virtual counseling, Tier 2 investigation adjudication, OCI disclosure process
Preferred skills
bilingual English and Spanish
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 installation Points of Contact to ensure program scope; Manage duty to warn situations per DoD protocol; Communicate trends and issues to leadership during supervision sessions.