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JLAN Solutions

Personal Financial Counselor (PFC) - Coraopolis, Pennsylvania, USA

coraopolis, PA

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Job description

JOIN JLAN SOLUTIONS & MAKE A DIFFERENCE TODAY

nAre 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 life's unique financial challenges and transitions. In this highly impactful position, you'll 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, you'll have the opportunity to foster financial resilience, build lasting relationships, and contribute directly to the strength of the military community.

nPOSITION OVERVIEW

nPERSONAL FINANCIAL COUNSELOR (*Recruiting for a full-time temping position)

nThe 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.

nCORE COMPETENCIES

nnExcellent Oral & Written Communication

nClient Relationship Building & Empathy

nConflict Resolution & Negotiation

nLeadership & Team Collaboration

nStrategic Planning & Goal Setting

nContinuous Professional Development

nStrong Analytical Analysis

nFinancial Literacy & Budget Analysis

nDebt Management & Investment Knowledge

nRisk Assessment & Crisis Support

nRegulatory Compliance Knowledge

nConfidentiality & Compliance

nResourcefulness & Adaptability

nQuick-Thinking & Problem-solving

nInstructional, Coaching, & Mentoring Skills

nTechnologically Proficient

n nKEY RESPONSIBILITIES

nnProvide individual financial counseling and management services to service members and their families.

nAssist service members in developing spending plans for deployment or extended absences .

nDeliver educational workshops and briefings on financial topics across the military lifecycle (e.g., arrival at first duty station, deployment cycles, transition planning).

nDevelop and distribute financial education materials tailored to service member needs.

nCoordinate and publicize Personal Financial Management (PFM) workshops and classes in accordance with DoDI .

nRespond to requests for age-appropriate financial education and seminars.

nUtilize virtual platforms (e.g., secure chat, video conferencing) when authorized to provide counseling services remotely.

nManage duty-to-warn situations in accordance with Department of Defense (DoD) protocols.

nParticipate in individual and group supervision, training, and quality improvement initiatives.

nMaintain communication with leadership and report on installation trends and needs.

nPerform other related duties as assigned.

n nEXPERIENCE

nnMinimum 5 years of financial counseling experience required .

nPrior experience with military populations preferred.

n nEDUCATION REQUIRED

nnBACHELOR'S DEGREE

nASSOCIATE'S DEGREE +4 yrs. relevant experience, OR

nHIGH SCHOOL DIPLOMA +6 yrs. relevant experience.

n nCERTIFICATIONS (*One of the following is required.)

nnAccredited Financial Counselor (AFC)

nCertified Financial Planner (CFP)

nChartered Financial Consultant (ChFC)

n nOTHER REQUIREMENTS

nnMust be a U.S. citizen and fluent in English .

nBilingual (English/Spanish) preferred, if required by contract.

nMust hold a valid driver's license .

nMust be able to obtain and maintain a favorably adjudicated Tier 2 background investigation .

n nWORK ENVIRONMENT

nnOn-site at military installations with potential for virtual delivery of services as approved.

nRegular interaction with military personnel, leadership, and family support programs.

n nCOMPENSATION & BENEFITS (*Actual compensation based on skills, experience, & location.)

nnEligible for short-term incentives and comprehensive benefits , including health, life, and financial wellness programs.

nTobacco-free workplace.

nEqual Opportunity Employer - EOE/M/F/Vet/Disabled

n nEQUAL OPPORTUNITY EMPLOYER (EOE) STATEMENT

nJLAN 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.

nEMPLOYER STATEMENT

nEvery 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.

nTIER 2 BACKGROUND CHECK

nPlease 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.

nPLEASE E-MAIL RESUMES AND ANY QUESTIONS TO:

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

nnE-MAIL:

nSUBJ: Personal Financial Counselor (PFC) - Pittsburgh, PA, USA

nATTN: Katie Monique O'Donnell (Sr. Lead Recruiter)

n

Worksite address

coraopolis, PA, 15108, US

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