PERSONAL FINANCIAL READINESS SPECIALIST

In order to qualify for this position, 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. If you are relying on your education to meet qualification requirements: Education must be accredited by an accrediting institution recognized by the U.S. Department of Education in order for it to be credited towards qualifications. Therefore, provide only the attendance and/or degrees from schools accredited by accrediting institutions recognized by the U.S. Department of Education (http://www.ed.gov/admins/finaid/accred/). Applicants qualifying based on education, time in grade, credentials, certification, training and/or module completion MUST provide proof of education (i.e. official transcripts/high school diploma), personnel action or SFS0, credentials, statement of service, certification, training and/or module completion at the time of resume submission. Failure to provide all of the required information as stated in this vacancy announcement may result in an ineligible rating or may affect the overall rating.

Possess a baccalaureate degree from an accredited college or a combination of education and experience that equips them to serve as a personal financial management counselor.

Comprehensive knowledge of a wide range of concepts, principles, and practices covering personal financial management and planning, i.e., financial counseling, budget techniques, credit management, insurance, savings, investment, taxes, relocation, retirement planning, and consumer education, issues, advocacy, and complaint resolution to research, identify, analyze, and solve intense and complex financial problems and train individuals and groups on mandatory financial-related topics. Skill in utilizing computer-based training platforms, technological tools, and software applications to deliver training materials, and conduct training and counseling sessions. Skill in developing, planning, organizing, conducting, and facilitating formal educational instruction (e.g., workshops, briefings, trainings, etc.) to large groups on a wide range of financial and consumer awareness topics. Skill in interviewing individuals to establish the nature and extreme financial concerns and issues, assisting in developing their financial goals and plans and determining appropriate referral services and options. Knowledge of management practices and procedures for program development, analysis, planning, and evaluation to support military readiness, retention, and mission accomplishment for personal financial readiness. Skill in using verbal and written communication methods and techniques and various computer software, spreadsheets, word processing, and network programs (e.g., Word, Excel, PowerPoint, FFSC databases) to develop, analyze, evaluate, plan, organize, and clearly, concisely, and logically present facts; coordinate with various authorized civilian and military contacts to assist military members and civilian employees with resolving personal financial issues; and collaborate and network with military services and authorized civilian financial agencies on and off the installation. Skill in collecting, evaluating, and disseminating information and assessing strengths, weaknesses, and needs of serviced population to establish program goals, objectives, and procedures.

Work is primarily sedentary in nature. Some walking, bending, and stooping is required. When providing training, the incumbent may be required to stand during entire sessions. Incumbent may be required to carry some files and documents not weighing more than 20 pounds. Providing services while on ships and during return and reunion (R&R) efforts, involves considerable walking, climbing, and bending, and may also require pushing, kneeling, and crouching. Moving about the ship requires agility and range of motion within walkways, portholes, ladder wells and other tight spaces.

1. This position requires the incumbent(s) to meet the following requirements, per Title 10 Part 992:

• Obtain an Accredited Financial Counselor (AFC) (or other Nationally Accredited Financial Certification, pending approval) certification within 2 years of assignment, and maintain AFC continuing education requirements for the duration of employment.
• Possess a baccalaureate degree from an accredited college or a combination of education and experience that equips them to serve as a personal financial management counselor.
• Submit an initial Financial Disclosure Statement, OGE-450, and annually thereafter.

2. This position requires the incumbent to successfully complete a Command Financial Specialist Train-the-Trainer course or equivalent training through a CNIC approved entity within 12 months of assignment unless already current in accordance with OPNAVINST, United State Navy Personal Financial Management Program.

3. This position is designated Non-Critical Sensitive. Incumbents are required to obtain and maintain a determination of eligibility for a Secret security clearance of access for the duration of employment which includes a background investigation and credit check.

4. This position requires incumbents to obtain and maintain an official passport.

5. This position may require Temporary Duty (TDY) travel or deployment to other sites to provide services during crisis and disasters, including serving during times of world conflict, natural disasters, accidents, man-made crisis, and other situations, as an extension of the FFSC mass care and crisis response program.

6. This position may require the incumbent to work overtime, including weekends or evenings, to meet work requirements.

7. This position requires routine on-site access to government facilities. The incumbent may perform the required tasks at an off-site location for situational telework only.

8. This position requires the incumbent to have a valid, state-issued driver's license to drive to various
locations on the installation.