
Accredited Financial Counselor
- Spokane, WA
- Permanent
- Full-time
- Coordinate, publicize and provide a wide variety of Personal Financial Management (PFM) classes/workshops, e.g., 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 to youths and teens as part of on-base education.
- Conduct initial and refresher Command Financial Specialist (CFS) training.
- Assist Command Financial Specialists in developing General Military Training (GMT) on topics relating to Personal Financial Management.
- Ensure that all personal financial management group education and information and referral services are entered and counted in required systems.
- Ensure staff delivering personal financial management group education are accounting for all services delivered in the scheduling module in required systems.
- Provide individualized financial counseling and assistance to service members and families.
- Assist service members in establishing an extended absence financial plan.
- Develop and make available informational financial materials to Service members and families.
- Plan, organize and develop new curriculum to be delivered by staff providing basic Personal Financial Management Education and Training per client request, when not otherwise available in CNIC standardized PFM curricula.
- Provide service and family members consumer information and assistance in handling consumer complaints.
- Document individualized financial counseling services in accordance with the required systems Users Guide and certification standards.
- Ensure that all personal financial management individual counseling and information and referral services are entered and counted in required systems.
- Ensure staff delivering personal financial management counseling are accounting for all services delivered in the scheduling module in required systems.
- Educational qualifications are a bachelor’s degree from an accredited college or a combination of education and experience equivalent to a bachelor’s which equips the incumbent to serve as a personal financial management counselor and maintain national certification as an Accredited Financial Counselor as outlined in DoD Instruction 1342.22. Position must maintain the highest ethical standards and maintain up-to-date knowledge in the fields of personal finance and financial counseling.
- Must have the ability to prepare and conduct management briefings to communicate recommendations to supervisory authority.
- Individual should be detail-oriented, self-motivated and able to work autonomously.
- Demonstrated experience providing personal and family financial management services is required.
- Accredited Financial Counselors shall possess a broad range of specialized work experience including working with family programs, military or civilian social service agencies, and/or is a military family member with full understanding of the military lifestyle.
- Strong oral and written communication, assessment, data management, and advocacy skills are required.
- Possess advocacy knowledge, skills, and abilities such as: working knowledge of state, federal, and local resources, as well as understanding, sensitivity, and empathy for sailors and family members from diverse racial, ethnic and socioeconomic background.
- Knowledge of the FFSMIS system is desired but not required.
- Working knowledge of Microsoft Word, Excel, Access and PowerPoint.