Personal Financial Readiness Specialist with Security Clearance

---

Job description

Duties MAJOR DUTIES AND RESPONSIBILITIES I. Financial Services (50% of incumbents time) Support all Fleet and Family Support 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 Personal Financial Readiness (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 personal identifiable information (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. II. Liaison. (30% of incumbents time) 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. III. Program Administration & Evaluation (20% of incumbents time) 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. Participate in strategic planning, plan for short- and long-term projects (e.g., initiatives, community training, etc.), and 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 Conditions of Employment Must meet Federal Employment suitability requirements and successful completion of background investigation. Background investigations are conducted using fingerprint identification and completion of background inquiry forms. Must successfully pass the E-verify employment verification check. Any discrepancies must be resolved as a condition of employment. You must go through a Personal Identity Verification (PIV) process that requires two forms of identification from the Form I-9. May be required to pass pre-employment examinations. Must provide proof of U.S. Citizenship or U.S. National. A valid State driver's license is required to operate motor vehicles. Must have your salary sent to a financial institution of your choice by Direct Deposit/Electronic Funds Transfer. Obtain an Accredited Financial Counselor (AFC) certification within 2 years of assignment, and maintain AFC continuing education requirements for the duration of employment. Submit an initial Financial Disclosure Statement, OGE-450, and annually thereafter. This position is designated Non-Critical Sensitive. This position requires incumbents to obtain and maintain an official passport. This position may require Temporary Duty (TDY) travel or deployment to other sites to provide services during crisis and disasters. This position may require the incumbent to work overtime, including weekends or evenings, to meet work requirements. Incumbents are required to obtain and maintain a determination of eligibility for a Secret security clearance of access for the duration of employment which includes a background investigation and credit check. Selective Service Registration is required for males born after 12/31/1959. Qualifications In order to qualify for this position, your resume must provide sufficient experience and/or education, knowledge, skills, and abilities, to perform the duties of the specific position for which you are being considered. Your resume is the key means we have for evaluating your skills, knowledge, and abilities, as they relate to this position. Therefore, we encourage you to be clear and specific when describing your experience. All non-government positions identified on your resume must include complete address and to and from dates. Government positions must include pay plan, series, grade, to and from dates and address of the agency/organization. Must have at least two (2) years specialized experience directly related to the duties described above. Qualifying experience must have been equivalent to the next lower level in the normal line of progression. Specialized experience must demonstrate the following: National Certification as an Accredited Financial Counselor OR ability to obtain within two (2) years of employment. Comprehensive knowledge of a wide range of concepts, principles, and practices covering personal financial management and planning, i.e., financial counseling, budget techniques, credit management, insurance, savings, investment, taxes, relocation, retirement planning, and consumer education, issues, advocacy, and complaint resolution to research, identify, analyze, and solve intense and complex financial problems and train individuals and groups on mandatory financial-related topics. Skill in utilizing computer-based training platforms, technological tools, and software applications todeliver training materials, and conduct training and counseling sessions. Skill in developing, planning, organizing, conducting, and facilitating formal educational instruction (e.g.,workshops, briefings, trainings, etc.) to large groups on a wide range of financial and consumer awareness topics. Skill in interviewing individuals to establish the nature and extreme financial concerns and issues,assisting in developing their financial goals and plans and determining appropriate referral services andoptions. Knowledge of management practices and procedures for program development, analysis, planning, andevaluation to support military readiness, retention, and mission accomplishment for personal financialreadiness. Skill in using verbal and written communication methods and techniques and various computer software,spreadsheets, word processing, and network programs (e.g., Word, Excel, PowerPoint, FFSC databases) to develop, analyze, evaluate, plan, organize, and clearly, concisely, and logically present facts; coordinate with various authorized civilian and military contacts to assist military members and civilian employees with resolving personal financial issues; and collaborate and network with military services and authorized civilian financial agencies on and off the installation. Skill in collecting, evaluating, and disseminating information and assessing strengths, weaknesses, and needs of serviced population to establish program goals, objectives, and procedures. You will receive credit for all qualifying experience, including volunteer and part time

<!– job description page –>