Personal Financial Counselor Trainee

Job Summary

A company is looking for a Personal Financial Counselor Trainee, PFC.

Key Responsibilities

• Receives training in personal financial counseling services and duties
• Assists service members in establishing spending plans and provides financial education
• Participates in regular training, supervision, and quality improvement activities

Required Qualifications, Training, and Education

• Bachelor's degree required; alternative qualifications may be considered
• Must have over a thousand hours of financial counseling experience prior to application
• Must be a U.S. citizen and fluent in English; bilingual in English and Spanish preferred
• Must be working towards an approved Financial Certification within 3 months of employment
• Must demonstrate ethical conduct and maintain confidentiality