Personal Financial Counseling

The Personal Financial Counselor (PFC) counsels, educates and creates personalized strategies for Military Service members on personal financial readiness, money management, and budget management, enabling them to maintain or reach financial health. The PFC provides in-depth evaluation and analysis of the client's financial history, identifies resources and provides counseling individually, to couples, in group situations, face-to-face or through telephone consulting. The PFC develops networks of resources and new and experienced financial counselors, and may oversee work distribution and related administrative duties of assigned contract counselors. The PFC works with military liaisons and provides input/recommendations for training programs, resource development and program development.



Duties and responsibilities include:

•Assists with program design recommendations to military installations to strengthen Financial Readiness courses, service delivery, program development, resource development, needs assessment, etc.

•Appraises individual military service member's personal financial condition and recommends program alternatives and resource availability.

•Conducts requested training on financial planning for family separation, short notice deployments, permanent change of station, transition from the military, etc.

•Establishes network or financial counseling resources for military service members and their families.

•Performs outreach and coordination with organizations.

•May schedule, distribute work, and manage/track activities of contracting counselors, providing training on military lifestyles, issues and resources. Reports activities and metrics to management.

•Coaches and develops military service members to improve financial record keeping, create and/or maintain a personal budget and a financial plan to achieve solvency and financial stability.

Position requires a Bachelor's Degree or an equivalent combination of education and experience. Certification as an Accredited Financial Counselor, Chartered Financial Consultant, or Certified Financial Planner preferred. Three years Financial Counseling and/or budget/credit analysis and counseling experience or any combination of academic education, professional training or work experience which demonstrates the ability to perform the duties of the position. Expertise in military deployment, reintegration, pre-retirement, and/or separation from service planning, including Survivor Benefit Plans, retired pay projections, healthcare/TRICARE, veteran benefits, tax treatments, retirement and estate planning, etc.


TO APPLY:
Please visit the company’s website at www.careersathealthnet.com. In the left column, enter “Personal Financial Counselor,” press red enter button, and scroll down the page to view the list of Personal Financial Counselor opportunities, available locations, and to submit your application and resume.