TAP Financial Counselor (Drum)

About the role

Choctaw Premier Services (CPS), a division of Choctaw Global, LLC, is seeking a Financial Counselor to provide essential financial planning support to transitioning Soldiers and their families. In this role, you will lead workshops, offer one-on-one counseling, and empower clients to take control of their financial future.

Responsibilities

• Provide financial planning workshops to groups of approximately fifty (50) Soldiers and Family Members, covering topics such as budgeting, debt management, insurance, and investing.
• Coordinate classroom setup, materials, and logistics for each session.
• Offer personalized financial counseling to transitioning Soldiers and their families, enabling them to evaluate income, expenditures, and create actionable financial goals.
• Address complex financial issues such as relocation, asset allocation, retirement, and debt management, coordinating solutions with military and civilian agencies.
• Prepare monthly reports detailing financial planning activities, workshop attendance, and individual counseling sessions.
• Participate in workgroups and assist with Commanders reports, including notifying clients of eligibility and missed requirements for Veterans Opportunity to Work / Career Readiness Standards (VOW/CRS).
• Complete mandatory government training and safeguard Personally Identifiable Information (PII).
• Upload information into Integrated Personnel Electronic Records Management System (iPERMS).
• Participate in marketing activities and events as directed by the Contract Installation Manager (CIM).

Requirements

• Bachelor’s degree from an accredited university in accounting, finance, or related field. A combination of education and experience amounting to 1,000 hours of experience in financial counseling may substitute.
• Must possess and maintain a nationally recognized and accredited Financial Counselor Certification in accordance with DoDI 1342.22.
• Proven experience in financial counseling, with the ability to manage client caseloads and conduct both group workshops and one-on-one sessions, either face-to-face or virtually.
• Ability to generate training materials, coordinate workshops, and manage classroom setup, including audio-visual requirements.

Skills & Competencies

• Strong problem-solving skills, with the ability to assist clients in managing complex financial issues such as relocation, retirement, and debt.
• Excellent organizational skills and ability to manage multiple tasks simultaneously.
• Ability to maintain confidentiality and adhere to security protocols regarding PII.

Work Conditions

Fast-paced, on-site work environment focused on meeting performance goals for transitioning military personnel. The role involves interacting with service members and employers, requiring a high level of engagement and adaptability.

• Primarily office-based with moderate desk work, computer use, and occasional physical tasks.
• Ability to sit for extended periods.
• Lift materials up to twenty (20) lbs. may be required.

Schedule

Full-time position, typically Monday through Friday, with occasional extended hours based on project needs.

Benefits

• Meaningful Impact: Help transitioning Service Members and their families gain financial independence and confidence as they move into civilian life.
• Dynamic Work Environment: Enjoy a fast-paced, engaging role that provides the opportunity to meet new people and establish professional relationships.
• Collaborative Culture: Work alongside a team of dedicated professionals, committed to supporting the military community.
• Career Development: Build your expertise in financial counseling while working with a team of dedicated professionals in a meaningful, impactful role.