Personal Financial Counselor, Assignment Ready Counselor, PFC, TN
Core
Provide personal financial counseling and management services to military service members and their families at military installations, including one-on-one counseling, workshops, and spending plan assistance.
Role type
Senior IC personal financial counselor
Builds
Personal financial management programs and educational workshops for military personnel
Domain
Military / Defense / Personal Finance
Deliverable
client delivery
Required skills
financial counseling, spending plan development, workshop facilitation, virtual counseling, DoD protocol compliance, trend analysis
Preferred skills
bilingual communication (English/Spanish), leadership communication
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.
Seniority
Senior, hands-on IC