Financial Counselor

ADP, Inc.; Fort Carson (CO); On-site; USD 34,000 - 55,000; Full time

Benefits offered by this job

Health stipend

Benefits program

Job summary

ADP, Inc. Fort Carson, CO seeks a Full Time Financial Counselor to provide certified financial counseling and instruction to service members during the military-to-civilian transition.

You'll assess finances, develop post-transition plans, and guide clients on income, debt, taxes, benefits, and financial readiness using DoD TAP curricula. Responsibilities include counseling individuals and groups, budgeting support, and referrals to resources.

Qualifications

• Bachelor's degree from an accredited institution.
• Current nationally recognized financial counseling or planning certification.
• At least three years of financial counseling experience.
• Knowledge of financial readiness concepts for service members transitioning.
• Ability to deliver in-person and virtual counseling and instruction.
• Strong judgment, communication, documentation and confidentiality.

Responsibilities

• Deliver individual financial counseling and group instruction using approved Army and DoD curricula.
• Assess client finances and help develop transition budgets and plans.
• Educate on cash flow, debt, credit, taxes, insurance, benefits and readiness.
• Explain financial considerations tied to employment, relocation, housing, health care and family transitions.
• Provide feedback on required plans and documentation per TAP standards.
• Refer clients to military, government, nonprofit and community resources as needed.
• Document counseling activities accurately in the system of record.
• Coordinate with counselors and installation staff to ensure integrated support.
• Support virtual, in-person, and surge service delivery as regional workload requires.
• Maintain professional credentials and complete required training.

Skills

Financial counseling

Client education

Virtual coaching

Documentation

Communication

Confidentiality

Education

Bachelor's degree

Financial counseling certification

Tools

DoD TAP materials

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 CO-VATAP ATAP CARSON, Fort Carson, CO, 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.

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.