TAP Financial Counselor: Transition Finance Coach

Calibre Systems; Vicenza; On-site; EUR 45,000 - 65,000; Full time

Job summary

CALIBRE SYSTEMS in Vicenza, Italy seeks a Financial Counselor to support the Army Transition Assistance Program (TAP). The role provides certified financial counseling and instruction to transitioning Service members and eligible clients, helping them assess readiness, build budgets, and plan for post-service finances.

The successful candidate will deliver individual and group counseling on budgeting, debt, taxes, and retirement planning, coordinating with Transition Counselors and base

Qualifications

• Bachelor's degree from an accredited college or university.
• Current nationally recognized financial counseling certification appropriate to the position.
• Minimum of three (3) years of experience providing financial counseling or advising individuals on budgeting, debt management, credit, taxes, benefits, financial resources, or life-cycle financial planning.
• Experience supporting the Army Transition Assistance Program or similar workforce development programs.
• Experience conducting individual counseling sessions and group instruction.
• Experience documenting client interactions, maintaining records, and managing caseloads.

Responsibilities

• Deliver individual financial counseling and group instruction using approved Army and DoD financial readiness curriculum and guidance.
• Assess client financial readiness and develop practical transition budgets and post-separation financial plans.
• Educate clients on cash flow management, budgeting, debt management, credit, taxes, insurance, emergency savings, retirement planning, and financial goal setting.
• Explain financial considerations associated with employment, education, relocation, housing, healthcare, family transitions, and civilian benefits.
• Review financial plans to ensure compliance with TAP requirements and Career Readiness Standards.
• Refer clients to appropriate military, government, nonprofit, and community resources when needed.
• Document sessions, assessments, referrals, and completion status accurately and timely.
• Coordinate with partners to ensure integrated client support and continuity of service.
• Support virtual, in-person, and surge delivery requirements.

Skills

Financial counseling

Client advisory

Communication

One-on-one counseling

Group instruction

Documentation

Time management

Confidentiality

Education

Bachelor's degree

National financial counseling certification

Tools

Microsoft Office Suite

Job description

CALIBRE SYSTEMS in Vicenza, Italy seeks a Financial Counselor to support the Army Transition Assistance Program (TAP). The role provides certified financial counseling and instruction to transitioning Service members and eligible clients, helping them assess readiness, build budgets, and plan for post-service finances.

The successful candidate will deliver individual and group counseling on budgeting, debt, taxes, and retirement planning, coordinating with Transition Counselors and base