Personal Financial Counselor, Assignment Ready Counselor, PFC, Missouri
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 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, OCI disclosure process, Tier 2 investigation clearance
Preferred skills
Bilingual (English/Spanish), military spouse experience
Technologies
Secure online chat, video-based communications, secure video teleconference
Responsibilities
Conduct one-on-one financial counseling sessions, develop and deliver financial management classes/workshops, coordinate with installation Points of Contact, manage duty to warn situations, participate in regular supervision and training
Seniority
Mid-level, hands-on IC