Personal Financial Counselor, PFC - Edwards AFB, CA
Job Overview
Employment Type
Full-time
Compensation
Type:
Salary
Rate:
Range $45,000.00 - $60,000.00
Work Schedule
Standard Hours
Benefits
Health Insurance
Life insurance
Paid Time Off
Short-Term Incentives
voluntary benefits
Comprehensive benefits package
Employee wellness programs
Job Description
The hiring organization is a dedicated service provider specializing in personal financial counseling services primarily for military service members and their families. Established with a mission to assist those affiliated with the military, including Veterans, Transitioning Military personnel, National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers, this organization emphasizes support and educational services that enhance the financial well-being of its clients. Operating on-site at various military installations, the company is committed to addressing the unique financial challenges faced by military families, offering tailored counseling, workshops, educational materials, and referral services tailored to various stages of military... Show More
Job Requirements
- Bachelor's degree required or associate degree plus 4 years' experience or high school diploma plus 6 years' experience
- 5+ years of financial counseling experience
- Must be a U.S. citizen
- Must speak fluent English
- Ability to obtain a favorably adjudicated Tier 2 investigation
- Must pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest process
- Certification as AFC, CFP, or ChFC
- Bilingual in English and Spanish if required by contract
Job Qualifications
- Bachelor's degree or equivalent combination of education and experience
- 5+ years of financial counseling experience
- Fluent in English
- Certification as Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)
- Ability to pass a Tier 2 background investigation
- U.S. citizenship
- Bilingual in English and Spanish preferred
Job Duties
- 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 and workshops
- Respond to requests for age-appropriate classes or seminars
- Utilize virtual counseling or other electronic modes of communication effectively
- Manage duty to warn situations according to Department of Defense protocol
Job Qualifications
Experience
Expert Level (7+ years)
Job Location
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