Regional Supervisor, PFC

Job Description:

  • Manage and supervise Personal Financial Counselors (PFCs)
  • Provide weekly supervision on financial management services and administrative issues
  • Maintain consistency in service delivery and ensure compliance with Department of Defense expectations
  • Interface with installation Points of Contact (POCs)
  • Review contract deliverables and reports for accuracy and compliance
  • Conduct regular PFC check-ins and develop narrative summaries for client-ready submissions to OSD FINRED
  • Monitor implementation of PFC and company policies and procedures
  • Use quality improvement processes to assess policy and procedure changes
  • Review and supervise duty-to-warn and restricted-reporting processes
  • Participate in the Quality Assurance and Improvement Committee and provide field-operations feedback
  • Monitor PFC interactions with service members, family members, POCs, teammates, and community resource representatives
  • Manage counseling services for permanent rotations, on-demand assignments, and surge events
  • Oversee counseling to ensure needs assessment, action plans, coaching, and resource utilization
  • Direct financial management services, financial counseling, educational workshops, and consultations with base and installation command
  • Direct timely collection of counselor activity data for internal and external reporting
  • Direct PFC consultations with POCs and base and installation command
  • Coordinate with POCs to ensure program services meet installation needs and provide feedback to the PMO
  • Screen for and assist with reporting conflicts of interest
  • Coordinate compliance with congressionally mandated disclosures and the Magellan COI process

Requirements:

  • Bachelor's degree required; a combination of education and work experience may be considered
  • 5+ years of financial counseling post-certification
  • 2+ years of documentation, oversight, management, and supervisory experience
  • Current counseling competence and certification
  • Must be a U.S. citizen
  • Fluent English required
  • Must be able to obtain a Tier 2 Clearance
  • Must be able to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process
  • Must hold one active certification: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)
  • Experience in document management, financial counseling, management/leadership, and supervision

Benefits:

  • Short-term incentives may be available
  • Comprehensive benefits package
  • Health, life, voluntary, and other benefits
  • Benefits and perks supporting physical, mental, emotional, and financial wellbeing
  • Tobacco-free workplace
  • Equal Opportunity Employer
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