Financial Counselor

ADP, Inc.; DuPont (WA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health & Welfare Stipend

Full benefits

Job summary

ADP, Inc. seeks a Full-Time Financial Counselor at Joint Base Lewis-McChord, WA to assist service members through the military-to-civilian transition with budgeting, debt management, taxes, and benefits planning.

You will deliver counseling and group instruction on- and off-base, while documenting progress in the official system. The role requires a Bachelor’s degree, a recognized financial counseling credential, and at least three years’ experience.

Qualifications

• Bachelor’s degree from an accredited institution.
• Current nationally recognized financial counseling certification.
• At least three years of financial counseling experience.
• Knowledge of financial readiness fundamentals for service members.
• Ability to deliver counseling in person and virtual environments.
• Ability to obtain Government suitability and CAC access.
• Strong communication and confidentiality.

Responsibilities

• Deliver individual financial counseling and group instruction using DoD curriculum.
• Assess client financial readiness and help develop budgets and plans.
• Educate clients on cash flow, debt, credit, taxes, and benefits.
• Explain financial considerations with employment, relocation, housing, healthcare.
• Provide feedback on plans and required documentation per TAP standards.
• Refer clients to military and community resources when needed.
• Document counseling and referrals accurately in the system.
• Coordinate with counselors and installation personnel for integrated support.
• Support virtual, in-person, and surge delivery based on demand.
• Maintain professional credentials and complete required training.

Skills

Financial counseling

Group instruction

Documentation

Confidentiality

Customer service

Communication

Education

Bachelor’s degree

CFP/AFC/ChFC/CPA certification (preferred)

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Full Time Professional WA-ATAP JBLM, North Fort Lewis, WA, US

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: Joint Base Lewis‑McChord, Washington

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:W2 | Full Time | Hourly | Non-exempt

Eligible for a Health & Welfare Stipend in accordance with applicable wage determination.

Eligible to participate in full company benefit program.