Personal Financial Readiness Core Compliance Expert

Major Duties and Responsibilities

• Offer financial counseling for Military families.
• Implement ongoing financial literacy programs.
• Conduct mandatory touchpoints for various milestones.
• Stay updated on innovations in financial programs.
• Assist with extended absence financial plans.
• Provide education on basic financial skills, savings, and investing.

Minimum Qualifications:

• Bachelor’s Degree

• Accredited Financial Counselor (AFC) certification as certified by AFCPE

• Attendance at DoD Financial Readiness Training Symposium (annually).
• Demonstrated completion of 30 Continuing Education Units (CEU) bi-annually.
• Proven experience offering information, education, and personal financial counseling to Military, individuals, and families.