Personal Financial Counselor (PFC) Coraopolis, Pennsylvania, USA

Are you passionate about making a meaningful difference in the lives of those who serve our country At JLAN Solutions we believe that financial security is foundational to the well-being and readiness of our armed forces and their families. As a Personal Financial Counselor (PFC) you will play a vital role in supporting military service members and their loved ones as they navigate lifes unique financial challenges and this highly impactful position youll serve as a trusted advisor educator and advocate offering guidance on everything from budgeting and debt management to retirement planning and home ownership. By joining our team youll have the opportunity to foster financial resilience build lasting relationships and contribute directly to the strength of the military community.

The Personal Financial Counselor (PFC) provides comprehensive personal financial services to military service members and their families at designated military installations. This role involves direct counseling education and resource referral services to help military families navigate the full spectrum of personal financial management. The PFC works in collaboration with military leadership and installation points of contact (POCs) to ensure services align with the unique needs of the military community and adhere to program scope.

CORE COMPETENCIES

• Excellent Oral & Written Communication
• Client Relationship Building & Empathy
• Conflict Resolution & Negotiation
• Leadership & Team Collaboration
• Strategic Planning & Goal Setting
• Continuous Professional Development
• Strong Analytical Analysis
• Financial Literacy & Budget Analysis
• Debt Management & Investment Knowledge
• Risk Assessment & Crisis Support
• Regulatory Compliance Knowledge
• Confidentiality & Compliance
• Resourcefulness & Adaptability
• Quick-Thinking & Problem-solving
• Instructional Coaching & Mentoring Skills
• Technologically Proficient

KEY RESPONSIBILITIES

• Provide individual financial counseling and management services to service members and their families.
• Assist service members in developing spending plans for deployment or extended absences.
• Deliver educational workshops and briefings on financial topics across the military lifecycle (e.g. arrival at first duty station deployment cycles transition planning).
• Develop and distribute financial education materials tailored to service member needs.
• Coordinate and publicize Personal Financial Management (PFM) workshops and classes in accordance with DoDI 1322.34.
• Respond to requests for age-appropriate financial education and seminars.
• Utilize virtual platforms (e.g. secure chat video conferencing) when authorized to provide counseling services remotely.
• Manage duty-to-warn situations in accordance with Department of Defense (DoD) protocols.
• Participate in individual and group supervision training and quality improvement initiatives.
• Maintain communication with leadership and report on installation trends and needs.
• Perform other related duties as assigned.

EXPERIENCE

• Minimum 5 years of financial counseling experience required.
• Prior experience with military populations preferred.

• BACHELORS DEGREE
• ASSOCIATES DEGREE 4 yrs. relevant experience OR
• HIGH SCHOOL DIPLOMA 6 yrs. relevant experience.

CERTIFICATIONS (*One of the following is required.)

• Accredited Financial Counselor (AFC)
• Certified Financial Planner (CFP)
• Chartered Financial Consultant (ChFC)

OTHER REQUIREMENTS

• Must be a U.S. citizen and fluent in English.
• Bilingual (English/Spanish) preferred if required by contract.
• Must hold a valid drivers license.
• Must be able to obtain and maintain a favorably adjudicated Tier 2 background investigation.

WORK ENVIRONMENT

• On-site at military installations with potential for virtual delivery of services as approved.
• Regular interaction with military personnel leadership and family support programs.

COMPENSATION & BENEFITS (*Actual compensation based on skills experience & location.)

• Eligible for short-term incentives and comprehensive benefits including health life and financial wellness programs.
• Tobacco-free workplace.
• Equal Opportunity Employer - EOE/M/F/Vet/Disabled

EQUAL OPPORTUNITY EMPLOYER (EOE) STATEMENT

JLAN Solutions is an equal opportunity/affirmative action employer and does not discriminate against any applicant for employment on the basis of race color religion sex age sexual orientation gender identity national origin veteran status or physical impairment.

EMPLOYER STATEMENT

Every employee must comply with applicable legal regulatory & contractual requirements as well as internal policies. Employees must understand and attest to the security responsibilities & controls unique to their position.

TIER 2 BACKGROUND CHECK

Please note that a comprehensive pre-employment background investigation is required for the position. Including but not limited to criminal background checks education verification employment history & professional references. Offers of employment are contingent upon the successful completion of these screenings.

PLEASE E-MAIL RESUMES AND ANY QUESTIONS TO:

Submit your resume and cover letter detailing your relevant experience and qualifications. Please indicate your engineering discipline and willingness to travel.

• E-MAIL:
• SUBJ: Personal Financial Counselor (PFC) - Pittsburgh PA USA
• ATTN: Katie Monique ODonnell (Sr. Lead Recruiter)