Financial Counselor

ADP, Inc.; Fort Leonard Wood (MO); On-site; USD 52,000 - 76,000; Full time

Benefits offered by this job

Health & Welfare Stipend

Full benefits program

Job summary

ADP, Inc. is seeking a Full Time Professional to provide certified financial counseling to Service members and eligible clients during military-to-civilian transition at Fort Leonard Wood, MO. The role covers budgeting, debt, taxes, insurance, and long-term financial readiness.

You will deliver both individual counseling and group instruction, in-person and virtually, and coordinate with installation personnel and partner organizations to ensure comprehensive support.

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.

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.

Skills

Financial counseling

Communication

Documentation

Confidentiality

Customer service

Virtual/in-person delivery

Education

Bachelor’s degree

National financial counseling/planning/education certification

AFC®, CFP®, ChFC®, CPA or equivalent credential

Tools

Government suitability process

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 MO-ATAP Leonard Wood, Fort Leonard Wood, MO, US

2 days ago Requisition ID: 1084

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:Fort Leonard Wood, Missouri

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.