Personal Financial Counselor Trainee , PFC
Core
Provides education, information, and assistance to service members and their families on personal financial management, spending plans, and financial workshops.
Role type
Personal Financial Counselor Trainee
Builds
Personal financial management classes and workshops for military personnel
Domain
Military / Personal Finance
Deliverable
client delivery
Required skills
financial counseling, spending plan creation, workshop coordination, virtual counseling, duty-to-warn management, confidentiality, ethical conduct
Preferred skills
bilingual English/Spanish, presentation skills
Technologies
web-based platforms, secure online chat, video-based communications, secure video teleconference
Responsibilities
Provide personal financial counseling and management services, coordinate and publicize financial management classes, utilize virtual counseling modes, manage duty-to-warn situations, communicate with leadership and participate in supervision
Seniority
Entry-level trainee