Personal Financial Counselor, Assignment Ready Counselor, PFC, GA
Core
Provide short-term, surge, and on-demand personal financial counseling and management services to military service members and their families at military installations.
Role type
Personal Financial Counselor (IC)
Builds
Personal financial management classes, workshops, and one-on-one counseling sessions
Domain
Military / Personal Finance
Deliverable
client delivery
Required skills
Personal financial counseling, spending plan development, financial education delivery, virtual counseling, DoD protocol adherence, leadership communication, trend analysis
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 and workshops, respond to requests for age-appropriate seminars, manage duty to warn situations, communicate with leadership and participate in supervision
Seniority
Mid-level, hands-on IC