Remote Personal Financial Educator

Overview

Personal Financial Educators (PFEs) provide one-on-one consultation, education, training, and information and referral services supporting the Personal Financial Management (PFM) Program of the Fleet and Family Support Program (FFSP) services. Services may be delivered virtually (webinar, video, email, and phone) or in person. PFEs support service members and their families in remote locations worldwide and aboard Navy ships (in port, at sea, or in foreign countries).

Key financial readiness topics include, but are not limited to:

• Car buying
• Basic budgeting
• Managing credit
• Debt liquidation
• Consumer awareness
• Insurance
• Savings and investments
• Retirement planning

This role must accommodate the following shift: 8:00AM - 4:30PM EASTERN TIME.

Responsibilities

• Coordinate, publicize, and deliver Personal Financial Management classes/workshops, including topics such as car buying, basic budgeting, managing credit, debt liquidation, consumer awareness, insurance, savings and investments, and retirement planning.
• Respond to requests for age-appropriate classes or seminars for youths and teens as part of on-base education.
• Provide initial and refresher Command Financial Specialist (CFS) training.
• Support Command Financial Specialists by developing General Military Training (GMT) content on topics related to Personal Financial Management.
• Provide in-person support aboard Navy ships for Shipboard events and Return and Reunions (R&R).
• Provide individualized financial counseling and assistance to service members and families.
• Provide consumer information and assistance to service members and families, including support in handling consumer complaints.
• Ensure all information and referral, one-on-one, and group education services are entered into the government’s system of record.
• Use technological tools (collaboration platforms, video conferencing software, project management tools) to communicate with stakeholders and deliver virtual services.
• Perform basic troubleshooting steps when technology challenges occur.
• Maintain up-to-date knowledge in personal finance and financial counseling.
• Support marketing and outreach initiatives to promote awareness and utilization of program services.
• Perform other duties as assigned.

Supervisory Responsibilities

• None.

Travel Requirements

• May require 50% travel for specified periods of time to provide in-person support at locations throughout the world and aboard Navy ships.
• May require travel up to 6 months to provide in-person support at locations throughout the world.
• Must be able to obtain health screening requirements, including medical and dental, for travel to remote locations.

Required Qualifications

• Bachelor’s degree OR a combination of education and experience equivalent to a bachelor’s degree that equips the incumbent to serve as a personal financial management counselor.
• Must possess and maintain national certification as an Accredited Financial Counselor.
  • Candidates who do not currently possess the Accredited Financial Counselor designation may be considered upon review of work experience, with the expectation to obtain the certification within 12 months of hire.
• Two (2) years of experience providing financial education and training, and one-on-one financial counseling.
• Experience making presentations and facilitating training for large and small groups in areas of financial management.
• Experience using various forms of digital technology to facilitate virtual training.
• Experience providing one-on-one consultations with varied levels of complexity.
• Knowledge of the development and execution of needs assessment tools (i.e., surveys).
• Knowledge of the military and the challenges of the military lifestyle.
• Ability to work productively with Command Financial Specialists.
• Deep understanding of personal financial management issues facing service members and their families, and the ability to support them through individual assistance or via training in seminars, workshops, or appropriate referral.
• Proficiency in technological tools that support virtual service delivery, communication, and collaboration.
• Knowledge of social services and/or community resources.
• Knowledge of adult education principles and the development of training curricula based on the adult learning model.
• Proven experience managing multiple priorities.
• Ability to use verbal and written communication skills effectively.
• Proficiency in Microsoft Office Suite and demonstrated ability to use software to prepare management reports and provide information.
• Must be able to meet naval shipboard requirements if deployed on a navy ship.

Preferred Qualifications

• Prior experience working with the Fleet and Family Support Programs.

U.S. Access and Eligibility Requirements

• This position requires access to U.S. Government facilities and systems.
• U.S. Citizenship, a valid driver's license, passport, transportation, and auto insurance are required.

Compensation & Benefits

• Compensation is based on geographic location and experience.
• Wages are available upon request.

Work Environment / Physical Demands

• Work may involve sitting, standing, bending, and lifting intermittently during working hours.
• Use of a personal computer, telephones, and other office equipment.
• Physical demands may differ at various locations throughout the world or aboard Navy ships.
• Lifting up to 20 pounds may be required.
• Must have a quiet space with stable internet connection when not traveling.
• Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Equal Opportunity

• Equal Opportunity Employer.