Personal Financial Planning Educator - Columbia, MO

Job description

Job ID 28345
Full/Part Time Full-Time
Location Columbia

Job Description

Human Environmental Sciences (HES) Extension programs promote optimal well-being of individuals, families and communities, with special recognition for the needs of vulnerable populations. Personal Financial Planning (PFP) Extension make a positive difference in the financial well-being of Missourians.

The Personal Financial Planning Educator is a campus-based educator who will fulfills direct service component of grants and contracts held by HES Extension or PFP Extension. This position will be funded with 50% Grant Funds and 50% Extension Cost Dollars.


Based on campus (Columbia, MO) with statewide travel


Programing and counseling

Significant statewide travel to delivering face-to-face educational programs in personal finance content areas; including financial literacy, debt management, saving and investing, employee benefits and retirement planning, personal income taxation, risk management, estate planning, food resource management, financial counseling, personal finance fundamentals, and consumer issues for low income audiences. Some programming may also be delivered online, and some will require weekly delivering in Columbia, MO.

This position also has a strong financial counseling/coaching component, which will involve regular one-on-one counseling with a diverse group of clients (e.g., dislocated workers, justice-involved population, college students, clergy, frontline financial and helping professionals). Some counseling may involve travel and some may be done online or over the phone. Weekly face-to-face counseling of college students on the University of Missouri campus in Columbia is expected.

Duties to be performed:

  • One-on-one counseling
  • Out-state workshops (to end users)
  • Ongoing support/technical assistance for professionals (e.g., CHW solutions center)
  • Attend minor meetings
  • Other direct service duties as assigned

  • Remain up-to-date on trends and research-based knowledge related to personal financial planning, and apply this knowledge when responding to programming requests at the direction of PFP Extension state faculty.
  • Signal proficiency to current and potential funders as well as the general public when delivering personal financial education by maintaining a commitment to ongoing professional development by maintaining the Accredited Financial Counselor certification from the Association for Financial Counseling and Planning Education as well as additional AFCPE trainings (e.g., financial coaching).
  • Demonstrate mastery of core competencies, including subject matter expertise, effective and innovative teaching strategies, and program development processes. Must be able to integrate new and emerging technology, listen effectively, and speak and write effectively.
  • Must travel throughout Missouri (statewide) regularly (rental may be provided for longer trips). Working evenings and weekends can be required as well.
  • Conduct all activities in accordance with the Civil Rights Acts, Title IX, Rehabilitation, Americans with Disabilities Act and local, state and region affirmative action plans. Other duties and responsibilities will be expected to support the mission and purpose of MU Extension.


Administrative supervision is received from the HES Extension Education Director, PFP Department Chair, and Youth and Families Program Director. Programing leadership is received from PFP Extension state faculty.


An earned bachelor's degree in personal financial planning, consumer & family economics, or a related area with appropriate coursework. A closely related/relevant degree is one in which the masters-level coursework explicitly covers personal finance content areas. Examples of closely related degrees may include those in economics, finance, business, or social sciences (with an emphasis in personal finance).

Other Information

Preferred Qualifications

Demonstrated ability to deliver adaptive one-on-one financial counseling/coaching as well educational programs in financial literacy, money management, asset development, debt management and consumer issues is critical.

Ideal candidate will also have successful experiences in adult education, including working with college students and low-income audiences.

An Accredited Financial Counselor (AFC) certification from the Association for Financial Counseling and Planning Education in good standing, with a commitment to maintain AFC while expanding AFCPE certifications during employment.

Successful candidate will also demonstrate the following:

Effective and innovative teaching strategies that engage others. Must be able to integrate new and emerging technology into teaching strategies.

Effective listening, written and oral communication skills including public speaking and presentation abilities.

Organizational skills, interpersonal skills, problem-solving abilities and collaborative working experiences.

Flexibility, resiliency, and the ability to operate with minimal guidance.

Positive outlook, high personal standard of excellence, and passion for the vision, mission and values of

MU Extension.

Benefit Eligibility

This position is eligible for University benefits. The University offers a comprehensive benefits package, including medical, dental and vision plans, retirement, and educational fee discounts. For additional information on University benefits, please visit the Faculty & Staff Benefits website at

Diversity Commitment

The University of Missouri is fully committed to achieving the goal of a diverse and inclusive academic community of faculty, staff and students. We seek individuals who are committed to this goal and our core campus values of respect, responsibility, discovery and excellence.

Equal Employment Opportunity

Equal Opportunity is and shall be provided for all employees and applicants for employment on the basis of their demonstrated ability and competence without unlawful discrimination on the basis of their race, color, national origin, ancestry, religion, sex, pregnancy, sexual orientation, gender identity, gender expression, age, disability, protected veteran status, or any other status protected by applicable state or federal law. This policy shall not be interpreted in such a manner as to violate the legal rights of religious organizations or the recruiting rights of military organizations associated with the Armed Forces or the Department of Homeland Security of the United States of America. For more information, call the Vice Chancellor of Human Resource Services/Affirmative Action officer at 573-882-4256.

To request ADA accommodations, please call the Disability Inclusion and ADA Compliance Manager at 573-884-7278.


To read more about Equal Employment Opportunity (EEO) please use the following links:





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Job No:
Posted: 10/31/2018
Application Due: 12/30/2018
Work Type: