Navy Region Mid-Atlantic Fleet and Family Readiness (FFR) · 8 hours ago
Personal Financial Readiness Specialist
Little Creek, DE
Full-time
Onsite
Entry Level
1+ years expNavy Region Mid-Atlantic Fleet and Family Readiness (FFR) is dedicated to supporting military families through various programs. The Personal Financial Readiness Specialist will serve as a primary resource for financial management education and counseling, providing tailored financial literacy programs to military families and coordinating with local commands and agencies.
Military
No H1B
Security Clearance RequiredU.S. Citizen Only
Responsibilities
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 DOW, 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
Qualification
Required
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 driver's 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
Must have at least one (1) year specialized experience in providing professional personal financial management services
Benefits
Comprehensive benefits package
Company
Navy Region Mid-Atlantic Fleet and Family Readiness (FFR)
OUR VISION Deliver dynamic, innovative, and integrated programs and services that inspire Sailors and Navy families to thrive throughout their military life cycle.
1001-5000 employees
Funding
Current Stage
Late StageCompany data provided by crunchbase