Personal Financial Readiness Specialist
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Job Location:
San Diego, CA - USA
Yearly Salary:
$ 85307 - 90995
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Summary
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 Base San Diego.
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.
Conditions of employment
- This position requires incumbents to obtain and maintain an official passport.
- Must be a U.S. Citizen to obtain and maintain a Secret Security clearance.
- Must pass all applicable records and background check.
- Valid state-issued drivers license is required.
- Obtain an Accredited Financial Counselor (AFC) (or other Nationally Accredited Financial Certification pending approval) certification within 2 years of assignment and maintain AFC continuing education requirements for the duration of employment.
Qualifications
Resumes must include information which demonstrates experience and knowledge skills and ability (KSAs) as they relate to this position. Applicants are encouraged to be clear and specific when describing their experience level and KSAs.
A qualified candidate possesses the following:
- Must have at least one (1) year specialized experience in providing professional personal financial management services.
Education
This position does not have a positive education requirement.
Additional information
Salary is dependent on experience and/or education.
Some positions have special requirements. Selectee may be required to complete a one (1) year probationary period. Participation in Direct Deposit/Electronic Fund Transfer within the first 30 days of employment is required. We utilize E-Verify to confirm selectees eligibility to work in the United States. Salary is dependent on experience and/or education.
This announcement may be used to fill additional vacancies within 60 days of issuance of selection certificate. For positions requiring travel more than twice per year selectee may be required to obtain and maintain in good standing a Government-issued Travel Card for official government travel purposes.
Executive Order 12564 requires a Federal workplace free of illegal drugs. According to the Executive Order all Federal employees are required to remain drug free throughout their employment. Commander Navy Installations Command is a Drug-Free Federal Workplace. The use of illegal drugs will not be tolerated and use of or intoxication by illegal drugs will result in penalties up to and including removal from Federal Service.
Candidates should be committed to improving the efficiency of the Federal government passionate about the ideals of our American republic and committed to upholding the rule of law and the United States Constitution.
A career with the U.S. government provides employees with a comprehensive benefits package. As a federal employee you and your family will have access to a range of benefits that are designed to make your federal career very rewarding. Opens in a new windowLearn more about federal benefits.
Eligibility for benefits depends on the type of position you hold and whether your position is full-time part-time or intermittent. Contact the hiring agency for more information on the specific benefits offered.
Required Experience:
IC
Key Skills
- Data Entry
- Customer Service
- Insurance Companies
- High NET
- Personal Lines Accounts
- Personal Lines Insurance
- Account Management
- Life Insurance
- Phone Calls
- Billing Issues
- Policy Changes
- Client Files
- Client Service
- Management System
- New Clients
