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Financial Counselor / SFL-TAP 

EOE Statement Yorktown Systems Group, Inc. is an Equal Opportunity Employer. No employee or applicant for employment is denied equal opportunity because of race, color, sex, national origin, religion, age, disability, marital status, pregnancy, sexual orientation, gender identity, genetic information, any other non-merit-based factor, or other characteristics protected by law. As part of the company's equal employment opportunity policy, Yorktown Systems Group, Inc. will also take affirmative action as called for by applicable laws and Executive Orders to ensure that minority group individuals, females, disabled veterans, recently separated veterans, other protected veterans, Armed Forces service medal veterans, and qualified disabled persons are introduced into our workforce and considered for promotional opportunities.

 
About the Organization Yorktown Systems Group, Inc. is a committed team of dedicated former military and civilian professionals who believe in providing ethical and quality services to Government customers. Our leadership team is composed primarily of Veterans who are now serving in a corporate environment rather than in uniform. Our customer's missions become our own and we are committed to working as a team to achieve success.

Because of the depth and experiences of our corporate leadership, we can assure all our customers that "we will do what we say we can do" and will focus on our customer's missions rather than corporate goals. Our business model is based on a personal commitment from our leaders to maintain contact with our customers to continually and consistently gauge our performance.

Yorktown Systems Group was founded on the idea that providing quality and ethical services with a laser focus on our customer's goals is an effective long-term business model. Our mission, therefore, is to help our customers meet their requirements and goals.

The contractor will not discharge or in any other manner discriminate against any employee or applicant for employment because such employee or applicant has inquired about, discussed, or disclosed the compensation of the employee or applicant or another employee or applicant. This provision shall not apply to instances in which an employee who has access to the compensation information of other employees or applicants as a part of such employee's essential job functions discloses the compensation of such other employees or applicants to individuals who do not otherwise have access to such information, unless such disclosure is in response to a formal complaint or charge, in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or is consistent with the contractor's legal duty to furnish information.

 
Category Contractors  
Description

Summary:

Yorktown Systems Group is seeking exceptionally qualified individuals to serve as Financial Counselors in support of the U.S. Army's Soldier for Life - Transition Assistance Program (SFL-TAP). The Financial Planning Counselor is the SFL-TAP Center's principal provider of financial planning to transitioning Service Members and their Family Members.

Specific duties may 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 4-6-hour financial planning workshops using existing curriculum to groups of approximately 50 Soldiers and Family Members in connection with mandatory SFL-TAP VOW/CRS activities which includes a budget. Coordinate use of classroom, set-up of classroom, and provision of training materials,
  • 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.
  • 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 ARIMS; upload information into 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.

Required Qualifications:

  • 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 have the ability to manage client caseload, conducting group financial planning workshops and one-on-one financial counseling either face-to-face or virtually.
  • Must be able to generate training materials, maintain intensive problem-solving skills, conduct individual budget preparation work, as well as the ability to schedule, coordinate, and set-up classroom including audio-visual requirements.

Clearance: Applicants must successfully undergo a background investigation (National Agency Check)

Location: Multiple Locations

Travel: Some Travel will be required

 
Full-Time/Part-Time Full-Time  
Exempt/Non-Exempt Exempt  
Location Fort Rucker  

This position is currently not accepting applications.

To search for an open position, please go to http://YORKTOWNSYSTEMSGROUPINC.appone.com



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