Personal Financial Counselor, PFC - Indianapolis, IN

VetJobs; Indianapolis (IN); On-site; USD 58,000 - 94,000; Full time

Job summary

VetJobs is seeking a Personal Financial Counselor to serve service members and their families at Indianapolis-area military installations. This on-site role requires a strong background in financial counseling, a U.S.

citizenship, and clear English communications; bilingual English/Spanish is preferred by some contracts.

Qualifications

• 3+ years of financial counseling experience.
• Bachelor's degree required or equivalent.
• Must be a U.S. citizen and speak fluent English; bilingual in English and Spanish if required.

Responsibilities

• Provide personal financial counseling and management services to service members and families.
• Develop and deliver financial education materials and classes.
• Coordinate with DoD and leadership; conduct briefings and referrals as needed.
• Utilize virtual counseling modalities when authorized.
• Adhere to DoD protocols and participate in supervision and contract activities.

Skills

Financial counseling

Bilingual English/Spanish

U.S. citizen

Education

Bachelor's degree

Associate degree + 4 years experience in lieu of Bachelor's

High School diploma + 6 years experience in lieu of Bachelor's

Job description

Job Description

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.

Primary Responsibilities

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.

• 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, publicises 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 counselling 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 counsellor 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.

Minimum Education Required

High School/GED

Additional Qualifications/Responsibilities

Other Job Requirements

Responsibilities

• 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 speak fluent English.
• If required by the contract, must be bilingual in English and Spanish.
• Be able to obtain a favourably 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).

General Job Information

Title

Personal Financial Counselor, PFC - Indianapolis, IN.

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.

City*

Indianapolis

State*

Indiana

Job_Category

Finance

Job Code

Accounting Accountant

Affiliate Sponsor

Magellan Federal - AFSC

Salary Range

$45,000-$60,000