Personal Financial Readiness Specialist

Commander, Navy Installations Command; Great Lakes (IL); On-site; USD 55,000 - 62,000; Full time

Job summary

Commander, Navy Installations Command in the United States delivers Fleet and Family Readiness services at Naval Station Great Lakes. This role acts as the primary financial education resource, offering counseling and training to service members and their families.

The incumbent will develop and deliver CNIC-aligned financial literacy programs, maintain client confidentiality, and coordinate with base commands to deliver tailored PFM information and referrals as needed.

Qualifications

• Experience delivering financial education and counseling.
• Ability to tailor materials to local area and commands.
• Knowledge of privacy and handling of PII.

Responsibilities

• Serve as primary resource and SME for financial education materials.
• Provide direct counseling on budget, debt, savings, and investments.
• Coordinate with local commands and FFSC staff on program delivery.
• Develop training curricula and conduct CNIC-approved content.

Skills

Financial counseling

Public sector experience

Training delivery

Liaison/coordination

Confidentiality/PII handling

Tools

FFSMIS

Policy guidelines

Job description

• Hiring Agency: Commander, Navy Installations Command

This position is assigned to Commander, Navy Installations Command (CNIC), Fleet and Family Readiness Department (N9), Family Readiness Division (N91), Work and Family Life Branch (N911). Incumbent serves as the primary resource or as part of the team for the local installation Fleet and Family Support Center (FFSC) Personal Financial Management (PFM) Program for Naval Station Great Lakes.

Key Responsibilities

In order to qualify for this position, resumes must provide sufficient experience and/or education, knowledge, skills, and ability to perform the duties of the position. Applicant resumes are the key means for evaluating skills, knowledge, and abilities as they relate to this position therefore, applicants are encouraged to be clear and specific when describing experience.

Duties include but are not limited to: Support all FFSC programs by serving as the primary resource and subject matter expert for financial-related education and materials and support local commands and area command financial specialists by serving as the primary resource and subject matter expert in tailoring personal financial management information, materials, and education programs to the local area.

Develop and implement a program of direct counseling assistance to the total military family, providing financial literacy and education and training to individuals and groups on credit management, savings and investments, consumer affairs, debt liquidation, financial counseling, budget counseling, and other financial-related topics.

Utilize PFR course curricula to conduct training and prepare accompanying resource materials in accordance with the personal and professional training points across the military lifecycle, ensuring only CNIC approved financial educational content and material are used in all training and counseling activities. Provide nonbiased-financial counseling to military members, and upon request, to entitled military family members and other individuals.

Handle privacy and confidentiality of all PII provided by the client or encountered during a counseling session in accordance with USN policy. Offer military members, civilians, and their family members referrals to approved external or on-installation agencies for cases that exceed the scope of the PFM program, to ensure clients receive specialized assistance and support, as needed. Conduct Command Financial Specialist (CFS) training.

Hold, at least quarterly, an area-wide personal financial management awareness forum or meeting to address current command issues, training on new developments, initiatives, or specific topics of interest, and answer questions CFSs may have. Conduct, at least semi-annually, an informational seminar for area command leaders to provide an introduction and overview of PFM Program services, assistance, and initiatives.

Support return and reunion (R&R) efforts underway and active Emergency Family Assistance Center (EFAC) events, when necessary. Serve as the primary point of contact for financial education and counseling services, connecting clients with appropriate resources within the Navy and in the broader community.

Liaison with financial institutions located on the installation to promote military and family member awareness and use of their personal financial management counseling and information services. Assist military members with developing the financial portions of their family care plan and appropriate duty screenings. Develop local networks to enhance program delivery.

Work with Staff Judge Advocate Legal Assistance in managing complex cases involving foreclosures, evictions, garnishment, and repossessions. Coordinate and refer clients to authorized local agencies, DON counterparts, and client creditors. Collaborate with and provide advice to command leadership and program personnel to leverage insights and coordinate financial readiness programs and services based on policy requirements and unique local area needs.

Conduct financial training and transition financial plan reviews for the Transition Assistance Program. Maintain and update records, e.g., training attendees, training evaluations, etc., utilizing the Fleet and Family Support Management Information System (FFSMIS) and applicable databases, in a timely and accurate manner.

Establish and maintain a library or resource center of current financial information and resources (e.g., bankruptcy laws and options, consumer protection laws, money management, etc.) and provide authorized physical or digital materials to service members. Maintain local PFM Program certification standards IAW with CNIC FFSP certification standards. Attend DOD, DON, and CNIC financial training conferences, meetings, planning sessions, etc.

Disseminate pertinent financial management information within the local area via newsletters, emails, and/or social media to inform the local military community of programs and services. Conduct thorough reviews of Standard Operating Procedures (SOPs) and service delivery, based on local area needs, to ensure adherence to established policy, confidentiality, and quality assurance guidelines.

Utilize CNIC approved self-assessments, feedback from required quarterly personal financial awareness forums, and various measurement tools to identify trends and utilize resources required to meet organizational needs. Perform other duties as assigned.

Requirements & Education

This position does not have a positive education requirement.

Which agency is hiring for this position?

This position is with Commander, Navy Installations Command, Department of the Navy.

What is the salary for this position?

The posted pay range is $40 – $45.34/hr.

What security clearance is required?

This position requires a Secret security clearance.

What is the application deadline?

Applications close on 2026-10-14.

Who is eligible to apply?

This position is open under the 'Public' hiring path.