State Licensed Financial SupervisorVirtualVocations • Costa Mesa, California, United States
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State Licensed Financial Supervisor
VirtualVocations • Costa Mesa, California, United States
[job_card.variable_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]
A company is looking for a Regional Supervisor, PFC.
Key Responsibilities
Manage and supervise Personal Financial Counselors (PFC), ensuring compliance with DoD expectations and service delivery consistency
Monitor PFC interactions and oversee financial counseling services to meet the needs of service members and their families
Direct the provision of financial management services and ensure timely reporting of counselor activity data
Required Qualifications
Bachelor's degree required
5+ years of financial counseling post-certification
2+ years of management and supervisory experience
Must be a U.S. citizen and speak fluent English
Must have one of the following active certifications : AFC, CFP, or ChFC
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Financial Supervisor • Costa Mesa, California, United States
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