Personal Financial Counselor, PFC- Duluth, MN
VetJobs, Duluth, Minnesota, United States, 55806
Overview
Job Description. ATTENTION MILITARY AFFILIATED JOB SEEKERS - Our organization works with partner companies to source qualified talent for their open roles. The following position is available to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers. If you have the required skill set, education requirements, and experience, please click the submit button and follow the next steps. This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Works closely with the installation and military branch Points of Contact (POC) to assure that the program is providing within scope and meets the needs of the installation. All other duties as assigned. The job duties listed above are representative and not intended to be all-inclusive of what may be expected of an employee assigned to this job. A leader may assign additional or other duties which would align with the intent of this job, without revision to the job description. Responsibilities
Provide personal financial counseling and management services directly to service members and their families. Assist service members in establishing a spending plan for extended absences. Develop and make available informational financial materials to service members and families. Coordinate, publicize and provide a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34. Respond to requests for age-appropriate classes or seminars. Possess the skills to effectively utilize virtual counseling or other electronic modes of communication, such as web-based, secure online chat, or video-based communications and secure video teleconference sponsored by the customer. Virtual PFC support may only be authorized by OSD FINRED Program office. Manage duty to warn situations according to Department of Defense (DoD) protocol. Communicate with leadership and participate in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned. Participate in regular in-services/training, quality improvement committees or other contract activities as assigned/appropriate. Qualifications and Requirements
Bachelor's degree required. May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor's degree. May consider applicants with a high school diploma plus 6 years' experience in lieu of a bachelor's degree. 3+ years of financial counseling experience. Must be a U.S. citizen and fluent in English. If required by the contract, must be bilingual in English and Spanish. Be able to obtain a favorably adjudicated Tier 2 investigation. Must be able to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process. Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). Education and Certifications
Education: Reference in original description indicates a combination of education and work experience may be considered; Bachelor’s degree preferred per responsibilities. License and Certifications: AFC, CFP, or ChFC (as above). Additional Details
Salary Range: Minimum $58,440; Maximum $93,500. This reflects anticipated base salary range based on national data; location and other factors may adjust. This position may be eligible for short-term incentives and a comprehensive benefits package (health, life, voluntary and other benefits). City: Duluth, State: Minnesota. Job Code: Health-Services health-services; Affiliate Sponsor: Magellan Federal - AFSC.
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Job Description. ATTENTION MILITARY AFFILIATED JOB SEEKERS - Our organization works with partner companies to source qualified talent for their open roles. The following position is available to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers. If you have the required skill set, education requirements, and experience, please click the submit button and follow the next steps. This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Works closely with the installation and military branch Points of Contact (POC) to assure that the program is providing within scope and meets the needs of the installation. All other duties as assigned. The job duties listed above are representative and not intended to be all-inclusive of what may be expected of an employee assigned to this job. A leader may assign additional or other duties which would align with the intent of this job, without revision to the job description. Responsibilities
Provide personal financial counseling and management services directly to service members and their families. Assist service members in establishing a spending plan for extended absences. Develop and make available informational financial materials to service members and families. Coordinate, publicize and provide a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34. Respond to requests for age-appropriate classes or seminars. Possess the skills to effectively utilize virtual counseling or other electronic modes of communication, such as web-based, secure online chat, or video-based communications and secure video teleconference sponsored by the customer. Virtual PFC support may only be authorized by OSD FINRED Program office. Manage duty to warn situations according to Department of Defense (DoD) protocol. Communicate with leadership and participate in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned. Participate in regular in-services/training, quality improvement committees or other contract activities as assigned/appropriate. Qualifications and Requirements
Bachelor's degree required. May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor's degree. May consider applicants with a high school diploma plus 6 years' experience in lieu of a bachelor's degree. 3+ years of financial counseling experience. Must be a U.S. citizen and fluent in English. If required by the contract, must be bilingual in English and Spanish. Be able to obtain a favorably adjudicated Tier 2 investigation. Must be able to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process. Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). Education and Certifications
Education: Reference in original description indicates a combination of education and work experience may be considered; Bachelor’s degree preferred per responsibilities. License and Certifications: AFC, CFP, or ChFC (as above). Additional Details
Salary Range: Minimum $58,440; Maximum $93,500. This reflects anticipated base salary range based on national data; location and other factors may adjust. This position may be eligible for short-term incentives and a comprehensive benefits package (health, life, voluntary and other benefits). City: Duluth, State: Minnesota. Job Code: Health-Services health-services; Affiliate Sponsor: Magellan Federal - AFSC.
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