Financial Counselor

Infopact, Inc.; Fort Drum (NY); On-site; USD 72,000 - 76,000; Full time

Job summary

Infopact Inc. seeks a Financial Counselor to provide certified financial counseling to service members and eligible clients transitioning from military to civilian life.

You will guide clients through financial assessment, budgeting, and planning, and connect them with resources as needed. Responsibilities include delivering individual and group instruction, documenting progress, and coordinating with Transition Counselors and partner organizations to ensure comprehensive support.

Qualifications

• Bachelor’s degree from an accredited institution.
• Nationally recognized Financial Counseling/Planning certification.
• At least three years of experience providing financial counseling or advising on financial benefits, resources, budgeting, debt, credit, taxes, or life-cycle planning.

Responsibilities

• Deliver individual financial counseling and group instruction using DoD financial readiness curriculum.
• Assess client readiness and develop practical transition budgets and plans.
• Educate clients on cash flow, debt, credit, taxes, insurance, and retirement planning.
• Explain financial considerations related to employment, education, relocation, housing, health care, and family transitions.
• Document counseling and referrals accurately in the system of record.
• Coordinate with military/installations and partner organizations to ensure integrated support.
• Support virtual, in-person, mobile, and surge delivery based on regional workload.
• Maintain credentials and complete necessary training and quality reviews.

Education

Bachelor’s degree

Certification in financial counseling/planning

Three years of experience in financial counseling

Job description

Infopact Inc, founded in 2004, is an SBA-certified 8(a) Woman-Owned Small Business specializing in providing technical and management operations support for Department of Defense and Federal civilian agencies. We are currently looking for Financial Counselors to assist our client.

The budgeted compensation for these positions includes an hourly rate of $29.57 plus additional health and welfare payment of $5.09/hr. Hourly rates are variable based on geographical locations as this is an SCA contract.

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,identifyrisk, develop realistic post-transition financial plans, and make informed decisionsregardingincome, 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,identifyrisk 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 documentationin accordance withTAP and Career Readiness Standards.
• Refer clients toappropriate military, Government, nonprofit, and community financial resources when needs exceed the scope of the role.
• Document counseling, instruction, assessments, referrals, andcompletionstatus 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 certificationappropriate tothe 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 andmaintainrequired 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, personalfinancial management, transitionassistance, veterans, or military families.
• Knowledge of military compensation, retirement, survivor benefits, VA benefits, education benefits, and post-service financial planning.