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Personal Financial Counselor, PFC (Financial Counseling)

58 440 - 93 500$
Тип работы
fulltime
Грейд
middle
Английский
c1
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

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TL;DR
Personal Financial Counselor, PFC (Financial Counseling): Providing one-on-one financial counseling, education, workshops, and referral services to military service members and their families with an accent on spending plans, deployment readiness, and personal financial management. Focus on delivering counseling across military lifecycle events, managing duty-to-warn situations, and coordinating services with installation and military branch stakeholders.

Location: Dallas, Texas, United States; services provided at assigned military installations

Salary: $58,440–$93,500 annual base salary

Company

hirify.global provides health and wellbeing services, including financial counseling support for military service members and their families.

What you will do

  • Provide personal financial counseling and management services to service members and their families.
  • Help service members establish spending plans for extended absences and deployment-related periods.
  • Develop financial education materials and deliver classes, workshops, briefings, and seminars across the military lifecycle.
  • Provide approved virtual counseling through secure online chat, web-based tools, video communication, or secure video teleconferencing.
  • Coordinate with installation and military branch points of contact to ensure services meet program and installation needs.
  • Manage duty-to-warn situations, communicate trends to leadership, and participate in supervision, training, quality improvement, and related contract activities.

Requirements

  • Bachelor's degree required; an associate degree plus four years of experience or a high school diploma plus six years of experience may be considered.
  • At least three years of financial counseling experience.
  • Must be a U.S. citizen and speak fluent English.
  • Spanish bilingual ability is required if mandated by the contract.
  • Ability to obtain a favorably adjudicated Tier 2 investigation and pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest process.
  • One of the following certifications is required: AFC, CFP, or ChFC; a valid in-state driver's license is also required.

Culture & Benefits

  • Full-time employee position with a comprehensive benefits package.
  • Health, life, voluntary, and other benefits supporting physical, mental, emotional, and financial wellbeing.
  • Short-term incentive eligibility may be available.
  • Tobacco-free workplace and equal opportunity employment.

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