Personal Financial Educator; Remote

Personal Financial Educator (Remote)

Personal Financial Educators (PFEs) provide one-on-one consultation, education, training, and information and referral services in support of the Personal Financial Management (PFM) Program of the Fleet and Family Support Program (FFSP) services. PFEs provide support via various forms of service delivery, including virtual services via webinar, video, email, and phone, and in-person services. PFEs provide in-person services through mobile training teams and virtual service delivery to service members and their families in remote locations throughout the world and aboard Navy ships (in port, at sea or in foreign countries.)

Key financial readiness topics presented include, but are not limited to, car buying, basic budgeting, managing credit, debt liquidation, consumer awareness, insurance, savings and investments, and retirement planning.

PFEs collaborate with FFSP stakeholders to plan, schedule, and execute training services to ensure effective and efficient delivery of various educational programs and services to service members and families.

Essential duties and responsibilities include coordinating, publicizing, and providing a wide variety of Personal Financial Management classes/workshops, responding to requests for age-appropriate classes or seminars for youths and teens as part of on-base education, providing initial and refresher Command Financial Specialist (CFS) training, assisting Command Financial Specialists in developing General Military Training (GMT) on topics relating to Personal Financial Management, providing in-person support aboard Navy ships for Shipboard events and Return and Reunions (R&R), providing individualized financial counseling and assistance to service members and families, providing service members and their families with consumer information and assistance in handling consumer complaints, ensuring all information and referral, one-on-one, and group education services provided are entered into the government's system of record, utilizing various technological tools to effectively communicate with stakeholders and to provide virtual service delivery, performing basic troubleshooting steps when technology challenges occur, maintaining up-to-date knowledge in the fields of personal finance and financial counseling, supporting marketing and outreach initiatives to promote awareness and utilization of program services, and other duties as assigned.

This job has no supervisory responsibilities.

This job may require 50% travel for specified periods of time to provide in-person support at locations throughout the world and aboard Navy ships. This job may require travel up to 6 months to provide in-person support at locations throughout the world. Must be able to obtain health screening requirements, to include medical and dental, for travel to remote locations.

Candidates must live in Italy or Spain. The contract requires candidates for all positions outside of the United States to either have existing Status of Forces Agreement (SOFA) status or the ability to independently gain SOFA status. Bachelor's degree OR a combination of education and experience equivalent to a bachelor's degree which equips the incumbent to serve as a personal financial management counselor.

Must possess and maintain national certification as an Accredited Financial Counselor. Those who do not currently possess the Accredited Financial Counselor designation may be considered upon review of work experience, with the expectation to obtain the certification within 12 months of hire. Two years of experience providing financial education and training, and one on one financial counseling. Experience making presentations and facilitating training for large and small groups in the areas of financial management.

Experience using various forms of digital technology to facilitate virtual training. Experience in providing one-on-one consultations with varied levels of complexity. Knowledge of the development and execution of needs assessment tools (i.e. surveys). Knowledge of the military and the challenges of the military lifestyle. Ability to work productively with…