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Position Summary
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.
Location:Â Fort Carson, Colorado
Key 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 budgets 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.
Minimum Qualifications
- 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.
Preferred Qualifications
- 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.
Additional Requirements and Working Conditions
- May be assigned as a shared regional or enterprise specialist and provide synchronous virtual services across multiple installations and time zones.
- Must maintain all professional certification and continuing-education requirements throughout employment.
Employment Status:Â W2 | Full Time | Hourly | Non-exemptÂ
Eligible for a Health & Welfare Stipend in accordance with applicable wage determination.Â
Eligible to participate in full company benefit program.Â
Submission Requirement: Resume
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