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Company Name:
Approximate Salary:
43160.00 - 62504.00 Per Year
FPO, AP, California
United States
Financial Counseling
Position type:
Full Time
Experience level:
2 - 5 years
Education level:
Bachelor's Degree

Personal Financial Management Specialist

The incumbent serves in a trust and confidence positon, possesses and maintains competencies in the area of employment, education and vocational/technical, with a focus on personal financial management.


ENTITLEMENTS: In addition to take home pay, this position is authorized an overseas entitlements package.  Eligibilites may include Permanent Change of Station (PCS), Living Quarters Allowance (LQA), Post Allowance, and Home Leave.


The initial length of this overseas tour is three (3) years with potential of extending per management´s discretion.

Plans, organizes and implements a comprehensive personal financial management education, training and counseling program that emphasizes individual financial responsibility and accountability, along with increasing financial literacy of customer base. Develops, schedules and conducts financial classes, workshops and briefs on a wide spectrum of topics, to include programs that encompass the needs of the focus population: active duty personnel, retirees, family members and DoD civilians. These include, but are not limited to: money management, basic to advanced investing techniques/philosophies/vehicles, investment markets, home buying, car buying and leasing, consumer awareness, credit and debt management, identity theft, insurance scams, government benefit programs, payday loans, credit reports and credit report analysis, Social Security and retirement planning, Thrift Savings Plan, estate planning, wills and trusts, pre and post marital financial planning and Command Financial Specialist (CFS) and Corporal for Financial Fitness (CFF) Training.

Provides client assistance/non-clinical financial counseling by analyzing and defining problems/issues presented, offering referrals for crisis intervention, making initial case assessment to analyze and assess individual financial concerns, and providing appropriate educational guidance in developing immediate and long-range financial plans. Assists in disseminating information and education on commercial solicitation. Provides case management and adheres to all applicable privacy acts. Educates clients to clarify, identify, and prioritize goals and provide with appropriate financial data and practical knowledge to enable clients to make informed choices. Provides mandatory training on a continuing basis for in-processing personnel.

Designs and conducts effective marketing strategy and a public relations plan to ensure population is informed of all financial services. Maintains a library containing program literature, publications, manuals and other materials describing resources. Identifies and reports current trends and significant financial data in newspaper articles and publications

Consults and briefs commanders, installation leadership, and community at large to keep them abreast of local financial and consumer issues. Serves as the command representative on various installation military and civilian committees and councils (e.g., Credit Union Advisory Board). Maintains close liaison with local businesses, federal and state agencies, e.g., Women, Infants, and Children (WIC), Food Stamps Program, consumer protection groups (Federal Trade Commission, States Attorneys General and the local Better Business Bureau). Refers cases to Major Command for further action or to the installation Armed Forces Disciplinary Control Board when unfair business practices adversely affect health, welfare, and morale. May work with American Red Cross in establishing guidelines for emergency funding requirements. Develops local networks to enhance program delivery.

Gathers, maintains and presents statistical data as required by the P&PD Director and the HQMC Financial Program Manager.

Adapts instructional strategies to meet student needs and utilizes technology and varied media as appropriate. Uses computer-aided guidance packages and develops, with P&PD subject matter experts, web-based materials for use by Marines and their families. Conducts ongoing student assessment, and works with other programs to ensure student achievement and effectiveness of instruction and advising. Uses assessment data to improve course and advising delivery. Manages the classroom effectively. Establishes a safe and respectful learning environment, maintains accurate student attendance and achievement records, and ensures opportunities for student’s participation, collaboration with peers, and course/faculty evolution. Maintains the standards of achievement that are necessary in meeting the demands of occupations, education opportunities, technical training, or personal financial management for which students are being prepared. Collaborates with other programs with Marine and Family Programs.

Assists in the development of policy and procedures that support effective execution of advisement to promote the academic, career, personal and social development of authorized patrons. Conducts, organizes and provides program analysis and economic analyses to ensure functional needs are met for programs and services. Recommends corrective actions and supports follow up inspections. Assists in the development of plans for current and projected programs to achieve goals and objectives. Prepares reports and input for budgets.

Provides World Class Customer Service with an emphasis on courtesy. Asks questions to determine, verify and solve problems. Takes action to solve problems quickly. Alerts higher level supervisor or proper point of contact for help when problems arise. Effectively supports the Marine Corps Equal Employment Opportunity and Sexual Harassment policies, and ensures compliance with fire, safety and other environmental issues and programs. Maintains and enforces security of funds, merchandise, supplies and equipment to preclude or minimize the potential for fraud, waste and abuse.


1.      Bachelor’s Degree in Education, Counseling, Rehabilitation, Personal Financial Management or related field is required

2.      Minimum of three years of experience in, or related to, career planning, employment services, personal financial management, direct advisement of students, curriculum design, and/or instructing

3.      Accredited Financial Counselor (AFC) certification is required.  A copy of the certification must be provided at the time of application.

4.      Demonstrated experience in program design, implementation, and management

5.      Demonstrated experience in establishing and maintaining effective working relationships using tact, diplomacy, and overall professionalism

6.      Demonstrated experience of Microsoft Office applications

7.      Demonstrated experience assessing and measuring organizations’ and other serviced populations’ trends, concerns, and need

8.      Demonstrated experience planning, organizing, instructing and facilitating educational courses of quality

9.      Ability to obtain SOFA driver’s license


1.      Master’s Degree is highly preferred

2.      Experience networking and establishing professional relationships

3.      Experience in design of spreadsheets, databases, and use of Adobe applications

4.      Oversight, development and administration of a financial management program

5.      Experience in program analysis and evaluation

6.      Experience in developing policies and procedures


1.      Must be eligible to obtain licensure to operate US government vehicles.

2.      Must successfully complete all applicable background investigations for Federal suitability for employment.

3.      May require travel to complete work assignments.

4.      Duty hours may shift in accordance with mission requirements.

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