{"id":3834685,"url":"https://alion.io/job/zeiders-remote-personal-financial-educator","title":"Remote Personal Financial Educator","company":{"id":2088993,"name":"Zeiders","domain":"zeiders.com","url":"https://alion.io/company/zeiders","size_band":null,"is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"UltiPro","truth_index":null},"role":"Education","role_family":"Education","seniority":"junior","employment_type":"full_time","work_mode":"remote","remote_scope":"stated_countries","remote_scope_basis":"board_field","remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["United States"],"countries":["US"],"hiring_countries":["US"],"hiring_countries_total":1,"salary":null,"salary_estimate":null,"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false}],"status":"live","first_seen_at":"2026-11-05T18:55:08Z","employer_posted_date":"2026-11-05","last_verified_at":"2026-11-09T16:07:04Z","board_verified":true,"closed_at":null,"days_open":4,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":4},"description":"Job Title: Personal Financial Educator (Remote)\n*Must be able to accommodate the following shift: 8:00AM - 4:30PM EASTERN TIME\nPersonal Financial Educators (PFEs) provide one-on-one consultation, education, training, and information and referral services in support of the Personal Financial Management (PFM) Program of the Fleet and Family Support Program (FFSP) services. PFEs provide support via various forms of service delivery, including virtual services via webinar, video, email, and phone, and in-person services. PFEs provide in-person services through mobile training teams and virtual service delivery to service members and their families in remote locations throughout the world and aboard Navy ships (in port, at sea or in foreign countries.) Key financial readiness topics presented include, but are not limited to, car buying, basic budgeting, managing credit, debt liquidation, consumer awareness, insurance, savings and investments, and retirement planning.\nPFEs collaborate with FFSP stakeholders to plan, schedule, and execute training services to ensure effective and efficient delivery of various educational programs and services to service members and families.\nEssential Duties and Responsibilities\nCoordinate, publicize, and provide a wide variety of Personal Financial Management classes/workshops, to include, but not limited to, car buying, basic budgeting, managing credit, debt liquidation, consumer awareness, insurance, savings and investments, and retirement planning.\nRespond to requests for age-appropriate classes or seminars for youths and teens as part of on-base education.\nProvide initial and refresher Command Financial Specialist (CFS) training.\nAssist Command Financial Specialists in developing General Military Training (GMT) on topics relating to Personal Financial Management.\nProvide in-person support aboard Navy ships for Shipboard events and Return and Reunions (R&R).\nProvide individualized financial counseling and assistance to service members and families.\nProvide service members and their families with consumer information and assistance in handling consumer complaints.\nEnsure all information and referral, one-on-one, and group education services provided are entered into the government’s system of record. \nUtilize various technological tools (collaboration platforms, video conferencing software, project management tools) to effectively communicate with stakeholders and to provide virtual service delivery. \nPerform basic troubleshooting steps when technology challenges occur.\nMaintain up-to-date knowledge in the fields of personal finance and financial counseling. \nSupport marketing and outreach initiatives to promote awareness and utilization of program services.\nOther duties as assigned.\nSupervisory Responsibilities\nThis job has no supervisory responsibilities.\nTravel Requirements\nThis job may require 50% travel for specified periods of time to provide in-person support at locations throughout the world and aboard Navy ships.\nThis job may require travel up to 6 months to provide in-person support at locations throughout the world. \nMust be able to obtain health screening requirements, to include medical and dental, for travel to remote locations.\nRequired Qualifications\nBachelor's degree OR a combination of education and experience equivalent to a bachelor's degree which equips the incumbent to serve as a personal financial management counselor.\nMust possess and maintain national certification as an Accredited Financial Counselor\n Those who do not currently possess the Accredited Financial Counselor designation may be considered upon review of work experience, with the expectation to obtain the certification within 12 months of hire.\n\nTwo years of experience providing financial education and training, and one on one financial counseling.\nExperience making presentations and facilitating training for large and small groups in the areas of financial management.\nExperience using various forms of digital technology to facilitate virtual training.\nExperience in providing one-on-one consultations with varied levels of complexity.\nKnowledge of the development and execution of needs assessment tools (i.e. surveys)\nKnowledge of the military and the challenges of the military lifestyle\nAbility to work productively with Command Financial Specialists.\nDeep understanding of the personal financial management issues facing service members and their families and the ability to support them with individual assistance or through training in seminars, workshops, or appropriate referral\nProficiency in various forms of technological tools to support virtual service delivery, communication, and collaboration.\nKnowledge of social services and/or community resources.\nKnowledge of the tenets of adult education and the development of training curricula based on the adult learning model.\nProven experience managing multiple priorities.\nAbility to use verbal and written communication skills effectively.\nProficiency in Microsoft Office Suite software and demonstrated ability to use software to prepare management reports and provide information.\nMust be able to meet naval shipboard requirements if deployed on navy ship.\nPreferred Qualifications:\nPrior experience working with the Fleet and Family Support Programs.\nOther Skills and Abilities\nThis position requires access to U.S. Government facilities and systems. U.S. Citizenship, a valid driver's license, passport, transportation, and auto insurance are required.\nCompetencies\nTo perform the job successfully, an individual should demonstrate the following competencies:\nAbility to work both independently and as part of a team.\nTechnological Proficiency: Ability to use various technological tools to effectively communicate with stakeholders and to provide virtual service delivery;Experience with collaboration platforms, project management tools, and video conferencing software; Able to perform basic troubleshooting steps; Willingness to learn new forms of digital tools to perform job duties.\nPresentation Skills: Ability to delivery effective in person and virtual presentations; know your audience and tailor content as necessary; deliver presentation with enthusiasm and confidence; incorporate anecdotes, examples, and personal stories to illustrate key points; encourage audience interaction through questions, discussion, or activities. \nTime Management: Ability to manage time effectively, prioritize tasks, and meet deadlines with minimal supervision.\nSelf-Motivation: Must be able to stay focused and productive without constant oversight or the traditional office structure; Can set goals and working independently.\nOrganizational Skills: Must be able to keep track of tasks, documents, and deadlines with digital and physical organization tools and techniques.\nCustomer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Delivers on commitments.\nOral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.\nWritten Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.\nProfessionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.\nResilience: Able to manage stress, maintain motivation and stay connected with colleagues.\nPhysical Demands: Sits, stands, bends, lifts, and moves intermittently during working hours. Uses personal computer, telephones, other office equipment. Physical demands may differ at various locations throughout the world or aboard Navy ships. Lifting up to 20 pounds may be required.\nWork Environment: The physical demands and work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Must have a quiet space with stable internet connection when not traveling.\nZeiders Enterprises, Inc. is an Equal Opportunity Employer\nCompensation is based on geographic location and experience. 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