Personal Financial Counselor, Assignment Ready Counselor, PFC, Clearwater, Florida

Overview

This role provides coverage during short-term, surge, and on-demand needs driven by military requirements, such as post-deployment events or to cover existing counselor assignments during absences. Responsibilities include delivering personal financial counseling services to military service members and their families at military installations.

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 for service members and families.
• Coordinate, publicize, and provide Personal Financial Management classes/workshops (topics may include 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.
• Provide one-on-one counseling, and consult with a commander or with other providers/staff as needed.
• Conduct briefings and presentations.
• Provide referral resources to participants outside the context of a counseling session.
• Work closely with the installation and military branch Points of Contact (POC) to ensure services are within scope and meet installation needs.
• Use virtual counseling or other electronic communication modes (including web-based, secure online chat, video-based communications, and secure video teleconference). 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 assigned installations.
• Participate in regular in-services/training, quality improvement committees, or other contract activities as assigned/appropriate.
• Perform other duties as assigned.

Requirements

• Bachelor’s degree required.
  • May consider an associate degree plus 4 years of experience in lieu of a bachelor’s degree.
  • May consider a high school diploma plus 6 years of experience in lieu of a bachelor’s degree.
• 3+ years of financial counseling experience.
• Must be a U.S. citizen and speak fluent English.
• If required by the contract, must be bilingual in English and Spanish.
• Must 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)
  • Chartered Financial Consultant (ChFC)

Compensation & Benefits

• Grade: 24
• Base salary range:
  • Minimum: $58,440
  • Maximum: $93,500
  • Actual pay will be adjusted based on an individual’s skills, experience, education, and other job-related factors permitted by law.
• May be eligible for short-term incentives and a comprehensive benefits package.
• Benefits may include health, life, voluntary, and other offerings.

Location

• Clearwater, Florida

Security and Compliance

Every employee must understand, comply with, and attest to the security responsibilities and security controls unique to their position, and comply with all applicable legal, regulatory, and contractual requirements and internal policies and procedures.