The primary purpose of this position is provide financial education, counseling, and information & referral services to assist personal financial readiness, money management, debt liquidation and consumer affairs.

Duties

Plans, executes, and promotes a highly effective Personal Financial Management (PFM) Program which includes financial education, individual counseling, referral - as necessary, marketing, and outreach to individuals and commands, to ensure program awareness, access, availability, and high quality PFM programming. Uses information learned from customers interviews and assessments, and command and community surveys to determine trends and necessary shifts in program emphasis which foster consumer awareness. Uses partner agencies such as Navy Legal Services Office, Navy-Marine Corps Relief Society, Chaplains, and/or other state, federal, local and veteran's organizations as helping agencies and resources.

Requirements

• Must obtain National Certification as an Accredited Financial Counselor within 24 months of their assignment, complete CFS training, and complete required continuing education on an annual basis.
• Must have your salary sent to a financial institution of your choice by Direct Deposit/Electronic Funds Transfer.
• Must successfully pass the E-Verify employment verification check. Any discrepancies must be resolved as a condition of employment..
• This position requires incumbents to obtain and maintain an official passport.
• This position requires the incumbent to have a valid, state-issued driver’s license to drive to various locations on the installation.
• Required to obtain and maintain a determination of eligibility for a Secret security clearance.

Qualifications

Must possess a minimum of 2 year's experience in the financial management field. Demonstrate the highest ethical standards and maintain up-to-date knowledge in the fields of personal finance and financial counseling. Knowledge of financial record-keeping, a personal budgeting, financial planning, and legal implications of indebtedness. Skill in conducting interviews to establish the nature and extreme of financial concerns and issues, provide assistance in developing financial goals and plans, and determines appropriate referral services and options. Skill in establishing and maintaining effective working relationships using tact and diplomacy in interacting with Commands, individuals, families, military and community agencies, and FFSC staff. Skill in using various computer software database, spreadsheet, word processing, and network programs such as Internet, Word, Excel, PowerPoint, and other FFSC database. Ability to collect, evaluate, and disseminate information and assess strengths, weaknesses, and needs of serviced population in order to establish program goals, objectives, and procedures. Ability to communicate effectively, orally and in writing. Must fulfill security/criminal history background check requirements. Must obtain a National Certification as an Accredited Financial Counselor as outlined in DOD 1342.17 within 24 months of their assignment, complete CFS training, and complete required continuing education on an annual basis.

Education

A Bachelor's degree from an accredited college.

- OR -

A combination of education and experience which equips the incumbent to serve as a Personal Financial Management Counselor

Contacts

• Address NSA Annapolis 47402 Buse Rd Bldg 467 Patuxent River, MD 20670 US
• Name: NDW NAF HR
• Email: [email protected]