Home
/
Comprehensive
/
Personal Financial Manager (PFM)
Personal Financial Manager (PFM)-March 2024
Yorktown
Mar 30, 2026
About Personal Financial Manager (PFM)

Summary Position is located at an installation Fleet and Family Support Center (FFSC) within Commander, Navy Region Mid-Atlantic (CNRMA). The primary purpose of this position is to provide financial education, counseling, and information referral services to assist clients with personal financial readiness, money management, debt liquidation, and consumer affairs. Responsibilities 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 gleaned from customer interviews and assessments, and command and community surveys to determine trends and necessary shifts in program emphasis which foster continuous financial readiness, sound money management, total debt liquidation, and consumer awareness. Uses partner agencies such as Navy Legal Service Office, Navy­ Marine Corp Relief Society, Chaplains, and/or other state, federal, local and veteran's organizations as helping agencies and resources. 15% Using the Navy standardized curriculum, provided by CNIC N91, provides training on a variety of financial topics such as the military pay system, financial resources, banking and credit, debt liquidation, financial record keeping; financial responsibilities of the total military family; credit, debt liquidation, consumer rights and obligations under Federal and State consumer protection laws; local consumer information, car buying, insurance, savings and investments, etc. 30% Provides individual counseling services to Service Members and their families. This includes confidential interviews, assessment of client financial informationhistory, clarification of needs, goals, and priorities; identification of unexpected or emergent financial needs; and referral for extreme financial hardship or threat of deprivation; andor development of a [short-term, intermediate, long range] plan to increase income, reduce household expenditures, avoid additional financial burdens, maintain accurate financial records, expend funds based on a budget, and are concrete steps to achieve solvency and stability; and fostering a recognition of the legal implications of indebtedness, and recommending legal assistance if warranted. 20% If not designated as a Command Financial Specialist (CFS) program training site, coordinates with the Region's CFS trainer and serves as a consultant or assistant trainer in conducting CFSs classes. If a CFS training site, accepts training and complies with all Accreditation Standards. Identifies and analyzes local and national trends and issues, and ensures local services are adjusted to accommodate trends/issues identified. Evaluates and interprets data to identify and clarify issues and concerns; determines appropriate course of action to positively affect work/life relationships, mission readiness, recruitment and retention. Creates and implements procedures to monitor, track, and document service effectiveness and success. 10% Conducts training that address financial planning for family separation, short notice deployments, permanent change of station, and transition from the military. Develops, coordinates, conducts and evaluates workshops and seminars for clients. Conducts command and unit leader training and briefings to assist supervisory personnel in recognizing the nature of financial problems experienced by the total military family and in making appropriate referrals for assistance. 5% Develops local networks with military and community agencies to enhance program delivery. Works independently and with region staff to ensure appropriate course curricula and prepare accompanying resource materials. 5% Designs and/or establishes effective ongoing public information, marketing and public relations programs to stimulate community interest in and awareness of financial planning consumer affairs services and issues and the Financial Readiness Program. Establishes, develops, implements, monitors and coordinates the family life services and activities as they relate to the PFM program. Maintains close liaison with on and off base agencies, establishments, advisory councils, and special emphasis groups. 5% Supports Command, military and family members with contingency planning assistance to include crisis intervention in the event of a large scale incident or disaster and information on community emergency support agencies such as the Red Cross. 5% Is responsible for the timely and accurate input of all FFSMIS program data and maintaining required PFM records. 5% Performs other duties as assigned Requirements Conditions of Employment Qualifications Resumes must include information which demonstrates experience and knowledge, skills, and ability (KSAs) as they relate to this position. Applicants are encouraged to be clear and specific when describing their experience level and KSAs. A qualified candidate possess the following: 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. Must possess a minimum of 2 years of experience in the financial management field. 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. 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 extent of financial concerns and issues, provide assistance in developing financial goals and plans, and determine 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 databases. 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. Per OPNAVINST 1740.SB Encl (3) para 1.e, as a condition of employment, prior to entering this position, selectees must sign a statement acknowledging their agreement to obtain AFC certification within two years of their appointment. Applicants who do not successfully attain certification as stated above, or lose their certification thereafter, will be removed from the position. [See para. III.a.2. above]. 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. Must possess a minimum of 2 years of experience in the financial management field. 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. Additional Information Salary is dependent on experience and/or education. Some positions have special requirements. Selectee may be required to complete a one (1) year probationary period. Participation in Direct Deposit/Electronic Fund Transfer within the first 30 days of employment is required. We utilize E-Verify to confirm selectee's eligibility to work in the United States. Salary is dependent on experience and/or education. This announcement may be used to fill additional vacancies within 60 days of issuance of selection certificate. For positions requiring travel more than twice per year, selectee may be required to obtain and maintain in good standing a Government-issued Travel Card for official government travel purposes. Executive Order 12564 requires a Federal workplace free of illegal drugs. According to the Executive Order, all Federal employees are required to remain drug free throughout their employment. Commander, Navy Installations Command is a Drug-Free Federal Workplace. The use of illegal drugs will not be tolerated, and use of or intoxication by illegal drugs will result in penalties up to and including removal from Federal Service.

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Security Officer
Allied Universal®, North America’s leading security and facility services company, provides rewarding careers that give you a sense of purpose. While working in a dynamic, diverse and inclusive workp
Store Associate
Bring your heart to CVS Health. Every one of us at CVS Health shares a single, clear purpose: Bringing our heart to every moment of your health. This purpose guides our commitment to deliver enhanced
Customer Service Associate
Job Description: Models and delivers a distinctive and delightful customer experience. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient chec
TSSCI Cyber Network Defense Analyst
Job Description An employer is looking for a TSSCI Cyber Countermeasures Analyst to sit at Fort Meade. This person is going to be responsible for being the subject matter expert of a specific system
Cleaner
Overview Position Summary Details The Cleaner position provides the cleaning and upkeep of an assigned area. Essential Functions Cleans and maintains buildings/facilities. Performs heavy cleaning dut
Special Education Teacher - Fortville, IN $45 Hourly
Special Education Teacher –Fortville, IN $45 Hourly Hours: 35 Location:Fortville, IN Start Date: asap $45 Hourly 23/24 school year, 6thgrade Requirements:IN SPED License The Special Education Teacher
Merchandiser Stocker
Job Overview Merchandiser for Greater Moon Township, PA The Merchandiser is responsible for providing high-quality merchandising support for Keurig Dr Pepper brands like 7UP, Snapple, Core, Bai and o
School Bus Driver
School Bus Driver Location352 Concord Rd Sudbury, Massachusetts 01776 USPhone NumberCategoriesDriversReq IDJR367 School Bus Driver (Open) First for a reasonFirst Student is the largest school transpo
Retail Cashier Part Time
Req ID: 431465 Address: 7791 NW 47th Ave Ocala, FL, 34482 Benefits: * Paid Time Off * Flexible Scheduling * 401(k) – 100% Match up to 5% * Medical/Dental/Vision Insurance after 30 days * Competitive
Senior Member of Technical Staff
Job Description Cloud Engineering Infrastructure Development - Virtual Machine Control Plane At Oracle Cloud Infrastructure (OCI), we build the future of the cloud for Enterprises as a diverse team o
Copyright 2023-2026 - www.zdrecruit.com All Rights Reserved