Personal Financial Counselor, PFC - Indianapolis, IN.
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
Personal Financial Counselor (IC)
Builds
Personal financial management programs and educational materials for military personnel
Domain
Military / Defense / 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 and Spanish
Technologies
web-based platforms, 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; Utilize virtual communication tools for counseling support.
Seniority
Mid-level, hands-on IC
