Personal Financial Counselor, PFC - Hilo, HI

VetJobs; Hilo (HI); On-site; USD 58,000 - 94,000; Full time

Job summary

Magellan Federal - AFSC in Hilo, HI seeks a Personal Financial Counselor to provide financial counseling to service members and their families on military installations. The role covers budgeting, class delivery, and coordination with installation leadership to stay within program scope.

The position requires a minimum of high school education with consideration for combined education/work experience; a Bachelor's degree is preferred and AFC/CFP/ChFC credentials are noted.

Qualifications

• Financial counseling experience required.
• Experience delivering financial education or counseling to individuals or families.

Responsibilities

• Provides personal financial counseling to service members and families.
• Develops spending plans for extended absences.
• Prepares informational financial materials for service members and families.
• Coordinates and presents Personal Financial Management classes/workshops.
• Utilizes virtual counseling tools as needed.
• Complies with DoD protocols and maintains supervision records.

Skills

Financial Counseling

Education

Bachelor's degree

High School/GED

Job description

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. Unless specifically stated otherwise, this role is "On-Site" at the location detailed in the job post.

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.

Responsibilities

• Provides personal financial counseling and management services directly to service members and their families.
• Assists service members in establishing a spending plan for extended absences.
• Develops and makes available informational financial materials to service members and families.
• Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
• Responds 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.
• Manages duty to warn situations according to Department of Defense (DoD) protocol.
• Communicates with leadership and participates in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned.
• Participates in regular in-services/training, quality improvement committees or other contract activities as assigned/appropriate.
• 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.

Auto req ID

485287BR

Minimum Education Required

High School/GED

Additional Qualifications/Responsibilities

Other Job Requirements

General Job Information

Title: Personal Financial Counselor, PFC - Hilo, HI

Grade: 24

Work Experience - Required

• Financial Counseling

Work Experience - Preferred

Education - Required

A Combination of Education and Work Experience May Be Considered., Bachelor's

Education - Preferred

License and Certifications - Required

AFC - Accredited Financial Counselor - EnterpriseEnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterpriseEnterprise, ChFC - Chartered Financial Consultant - EnterpriseEnterpriseEnterprise, DL - Driver License, Valid In State - OtherOtherOther

Salary Minimum

$58,440

Salary Maximum

$93,500

This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Actual pay will be adjusted based on an individual's skills, experience, education, and other job-related factors permitted by law.

This position may be eligible for short-term incentives as well as a comprehensive benefits package. Magellan offers a broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing.

City*

Hilo

State*

Hawaii

Job_Category

Finance

Job Code

Accounting Accountant

Affiliate Sponsor

Magellan Federal - AFSC

Salary Range

$45,000-$60,000