Financial Counselor

GBX Consultants•Savannah, GA

3d•Onsite

About The Position

The Army Transition Assistance Program (TAP) provides members of the Armed Forces with the highest quality of services, training, and transition support to make their transition from the military into civilian life a success. The Financial Counselor provides certified financial counseling and instruction to Service members and eligible clients throughout the military-to-civilian transition process. The Financial Counselor helps clients understand their current financial condition, identify risk, develop realistic, post-transition financial plans, and make informed decisions regarding income, expenses, credit, debt, taxes, insurance, benefits, and long-term financial readiness.

Requirements

Bachelor’s degree from an accredited institution.
A current nationally recognized financial counseling, planning, coaching, or education certification appropriate to the work.
At least three years of experience providing financial counseling or advising individuals on financial benefits, resources, budgeting, debt, credit, taxes, or life-cycle financial planning.
Knowledge of financial readiness, fundamentals, and financial considerations affecting Service members and families during transition.
Ability to deliver effective individual counseling and group instruction in both in-person and virtual environments.
Strong judgment, communication, documentation, confidentiality, and customer service skills.
Ability to obtain and maintain required government suitability, installation, access, Common Access Card, and system access.
Must be a U.S. citizen.

Nice To Haves

AFC®, CFP®, ChFC®, CPA, or another nationally recognized credential relevant to financial counseling or planning.
Experience supporting military financial readiness, personal financial management, transition assistance, veterans, or military families.
Knowledge of military compensation, retirement, survivor benefits, VA benefits, education benefits, and post-service financial planning.

Responsibilities

Deliver individual financial counseling and group instruction, using approved Army and DoD financial readiness, curriculum and guidance.
Assess client, financial readiness, identify risk, indicators, and help develop practical transition budget and post-separation financial plans.
Educate clients on cash flow, debt management, credit, taxes, insurance, emergency savings, retirement, benefits, and changes in military compensation.
Explain financial considerations associated with employment, education, relocation, housing, health care, and family transitions.
Provide feedback on required financial plans and supporting documentation in accordance with TAP and Career Readiness Standards.
Refer clients to appropriate military, Government, nonprofit, and community financial resources when needs exceed the scope of the role.
Document counseling, instruction, assessments, referrals, and completion status accurately and on time in the designated system of record.
Coordinate with Transition Counselors, CIMs, installation personnel, and partner organizations to ensure integrated support and continuity of care.
Support virtual, in-person, mobile, and surge delivery based on regional workload and client demand.
Maintain professional credentials and complete all required training, quality reviews, and continuing education.