Army TAP Financial Counselor

CALIBRE Systems, Inc.; Virginia; Sur place; USD 55 000 - 85 000; Plein temps

Résumé du poste

CALIBRE Systems, Inc. seeks a Financial Counselor to support the Army Transition Assistance Program (TAP).

You will provide certified financial counseling and instruction to transitioning Service members and eligible clients, helping them understand finances and build realistic plans for life after military service. You will deliver budgeting, debt management, and retirement planning guidance, coordinating with Transition Counselors and installation staff to ensure clients access appropriate

Qualifications

• Deliver financial counseling using Army and DoD curricula.
• Assist clients in budgeting, debt management, taxes, and retirement planning.
• Coordinate with military and community partners to provide resources and referrals.

Responsabilités

• Deliver individual financial counseling and group instruction.
• Assess client financial readiness and develop practical budgets and plans.
• Educate clients on cash flow, debt, credit, taxes, insurance, and retirement planning.

Connaissances

Financial counseling

Budgeting

Debt management

Credit counseling

Taxes

Retirement planning

Communication

Description du poste

CALIBRE is an employee-owned mission focused solutions and digital transformation company supporting clients across defense, federal, and commercial markets. Through innovative services, data-driven solutions, and deep domain expertise, CALIBRE helps organizations solve complex challenges, improve operational performance, and achieve mission success. Our employee-owners are committed to delivering exceptional value while fostering a culture of collaboration, accountability, professional growth, and service excellence.

CALIBRE is seeking a Financial Counselor to support the Army Transition Assistance Program (TAP). The Financial Counselor provides professional financial counseling and instruction to transitioning Service members and eligible clients, helping them understand their current financial condition, prepare for life after military service, and develop realistic financial strategies to support long-term success. This position plays a critical role in ensuring clients are financially prepared to navigate the transition from military to civilian life.

The successful candidate will deliver individual counseling and group instruction on topics including budgeting, debt management, credit, taxes, insurance, retirement planning, military benefits, and financial readiness. The Financial Counselor will work closely with Transition Counselors, installation personnel, and community partners to ensure clients receive comprehensive support and access to appropriate resources throughout their transition journey.

Summary

The Financial Counselor provides certified financial counseling and instruction to transitioning Service members and eligible clients. The position helps clients assess their financial readiness, develop transition budgets and financial plans, understand changes in compensation and benefits, and make informed decisions regarding their financial future.

Key Responsibilities

• Deliver individual financial counseling and group instruction using approved Army and Department of Defense financial readiness curriculum and guidance.
• Assess client financial readiness, identify financial risk indicators, and assist clients in developing 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 and supporting documentation to ensure compliance with Army TAP requirements and Career Readiness Standards.
• Refer clients to appropriate military, Government, nonprofit, and community financial resources when needs extend beyond the scope of services provided.
• Document counseling sessions, instruction, assessments, referrals, and completion status accurately and within established timelines.
• Coordinate with Transition Counselors, Contract Installation Managers, installation personnel, and partner organizations to ensure integrated client support and continuity of service.
• Support virtual, in-person, mobile, and surge delivery requirements based on workload and client demand.
• Maintain professional credentials and complete all required training, quality reviews, certifications, and continuing education requirements.