Share Email Opening Title TAP Financial Counselor FTST(Forward Transition Support Team)  EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.   Description The TAP Financial Planning Counselor is the TAP Center's principal provider of financial planning to transitioning Service Members and their Family Members. As a FTST(Forward Transition Support Team) Financial Counselor, you must be willing to travel up to 50% - 75% of the time. *Provide financial planning workshops and individual financial counseling to meet the needs of transitioning Soldiers and Family Members prior to their separation 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 6-hour financial planning workshops using existing curriculum to groups of approximately 50 Soldiers and Family Members in connection with mandatory 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 approximately 30% of transitioners who request. 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 Govt); participate in sustainment training events as offered. Participate in marketing activities and employment events as directed by the CIM   Position Requirements Education and Experience- 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. (2) Possessing and maintaining a nationally recognized and accredited Financial Counselor certification in accordance with DoDI 1342.22, or provide evidence of passing the examination requirements for accredited financial counselor certification within 6 months of employment. (3) Applicants must be U.S. Citizens and successfully undergo a background investigation (National Agency Check Investigation). (4) Other required experience includes: 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. Reports to CIM.   This position is currently not accepting applications. To search for an open position, please go to http://InvernessTechnologiesInc.appone.com WE ALSO RECOMMEND Other Jobs Within Same Category TAP Financial Counselor in Fort Hood, TX Posted on: 6/2/2023 [Apply Now] TAP Financial Counselor in Fort Knox, KY Posted on: 5/23/2023 [Apply Now] TAP Financial Counselor in Fort Riley, KS Posted on: 10/24/2022 [Apply Now] TAP Financial Counselor in Wiesbaden-Erbenheim, Germany Posted on: 10/11/2022 [Apply Now] Other Jobs Within 60 Miles -- None found -- Follow us

 

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