Job ID: 3462
CALIBRE Systems, Inc., an employee-owned Management Consulting and Digital Transformation company, is looking for a full-time Financial Counselor for the U.S. Army Soldier for Life Transition Assistance Program (SFL-TAP). There are positions available in Fort Huachuca, Fort Irwin, Joint Base Lewis-McChord, and Schofield Barracks.
The Financial Planning Counselor is the TAP Center’s principal provider of financial planning to transitioning Service Members and their Family Members.
Specific duties of the TAP Financial Planning include but are not limited to:
- Provide financial planning workshops and individual financial counseling to meet the needs of transitioning Soldiers and Family Members prior to their transition from the Active Army or Reserve Components.
- Provide information on banking, debt management, health care, college saving plans, home ownership, budgeting, use of credit, insurance, investing, tax and estate planning, and other matters that impact the financial readiness of transitioning Soldiers/Families.
- Conduct four to six-hour financial planning workshops using Government-provided existing curriculum to groups of approximately 50 Soldiers and Family Members in connection with mandatory TAP VOW/CRS (Veterans Opportunity to Work/Career Readiness Standards) activities, which includes a budget.
- Schedule clients to attend the financial planning workshop and record attendance within two business Days.
- Coordinate use of classroom, set-up of classroom, and provision of training materials.
- Provide clients with individual Post Service Financial Plan review.
- Regularly provide follow-up one-on-one financial counseling to clients who request assistance. During financial counseling, address the specific needs and interests of Soldiers and Family Members, including the evaluation of individual or family income and expenditures and recommendations for short- and long term actions to achieve financial goals.
- Assist clients in managing complex financial issues, e.g., relocation, asset allocation, transition/retirement, eviction, garnishment, repossession, etc., and coordinate solutions with applicable military and civilian agencies.
- Prepare monthly reports describing all financial planning activities and record the number of transitioning Soldiers and Family Members attending workshops and individual sessions. Participate in workgroups with other financial planners.
- Comply with the instructions of the Contract Installation Manager (CIM) to perform tasks.
- Assist CIM with delivering Commanders reports and notifying clients of eligibility to begin services while also notifying clients of missed requirements for VOW/CRS.
- Other duties: complete all mandatory Government training; safeguard PII; file records according to Army Records Information Management System (ARIMS); upload information into Interactive Personnel Electronic Records Management System (iPERMS) (after training received from the Government); participate in sustainment training events as offered. Participate in marketing activities and employment events as directed by the CIM.
- Complete all mandatory Government training.
- Work as a team with other transition support providers to ensure a world-class transition program.
- Strong verbal/written communication and presentation skills.
- Ability to manage client caseload, conducting group financial planning workshops and one-on-one financial counseling either face-to-face or virtually, generating training materials, maintains intensive problem solving skills, conducting individual budget preparation work, as well as the ability to schedule, coordinate, and set-up classroom including audio-visual requirements.
- Ability to develop collaborative relations and work as a team to deliver client transition needs.
- Proficient in using Microsoft Suite and electronic databases.
- Baccalaureate degree from an accredited college/university or a combination of education and experiences amounting to 1,000 hours of experience in financial counseling which qualify the applicant for employment as a personal financial counselor.
- Applicants are REQUIRED to possess and maintain a nationally recognized and accredited Financial Counselor certification in accordance with DoDI 1342.22.
- Must be a U.S. Citizen.
- Must successfully pass a background investigation (National Agency Check).