Personal Financial Educator

Zeiders Enterprises, Inc.

Personal Financial Educator providing one-on-one consultation, education, and financial training to military personnel and their families. Delivering workshops on budgeting, investments, and financial readiness topics.

Posted 6/27/2026full-timeRemote • 🇪🇸 SpainJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

Personal 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.
PFEs 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.
Coordinate, publicize, and provide a wide variety of Personal Financial Management classes/workshops.
Respond to requests for age-appropriate classes or seminars for youths and teens as part of on-base education.
Provide initial and refresher Command Financial Specialist (CFS) training.
Assist Command Financial Specialists in developing General Military Training (GMT) on topics relating to Personal Financial Management.
Provide in-person support aboard Navy ships for Shipboard events and Return and Reunions (R&R).
Provide individualized financial counseling and assistance to service members and families.
Provide service members and their families with consumer information and assistance in handling consumer complaints.
Ensure all information and referral, one-on-one, and group education services provided are entered into the government’s system of record.
Utilize various technological tools (collaboration platforms, video conferencing software, project management tools) to effectively communicate with stakeholders and to provide virtual service delivery.
Perform basic troubleshooting steps when technology challenges occur.
Maintain up-to-date knowledge in the fields of personal finance and financial counseling.
Support marketing and outreach initiatives to promote awareness and utilization of program services. Other duties as assigned.

Requirements

What you’ll need

Candidates must live in Italy or Spain.
The contract requires candidates for all positions outside of the United States to either have existing Status of Forces Agreement (SOFA) status or the ability to independently gain SOFA status.
Bachelor'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.
Must possess and maintain national certification as an Accredited Financial Counselor.
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.
Two years of experience providing financial education and training, and one on one financial counseling.
Experience making presentations and facilitating training for large and small groups in the areas of financial management.
Experience using various forms of digital technology to facilitate virtual training.
Experience in providing one-on-one consultations with varied levels of complexity.
Knowledge of the development and execution of needs assessment tools (i.e. surveys).
Knowledge of the military and the challenges of the military lifestyle.
Ability to work productively with Command Financial Specialists.
Deep 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.
Proficiency in various forms of technological tools to support virtual service delivery, communication, and collaboration.
Knowledge of social services and/or community resources.
Knowledge of the tenets of adult education and the development of training curricula based on the adult learning model.
Proven experience managing multiple priorities.
Ability to use verbal and written communication skills effectively.
Proficiency in Microsoft Office Suite software and demonstrated ability to use software to prepare management reports and provide information.
Must be able to meet naval shipboard requirements if deployed on navy ship.

Benefits

Comp & perks

Compensation is based on geographic location and experience.
Wages are available upon request.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial educationfinancial counselingbudgetingdebt liquidationconsumer awarenessinsurancesavings and investmentsretirement planningneeds assessmentadult education

Soft Skills

communication skillspresentation skillsorganizational skillscollaborationability to manage multiple prioritiesinterpersonal skillsfacilitation skillsproblem-solvingadaptabilitycustomer service

Certifications

Accredited Financial CounselorBachelor's degree