Financial Counselor

ADP, Inc.; Lawton (OK); On-site; USD 30,000 - 47,000; Full time

Benefits offered by this job

Health & Welfare Stipend

Full company benefit program

Job summary

ADP, Inc. in Lawton, OK is seeking a Full Time Professional Financial Counselor to assist Service members and eligible clients through the military-to-civilian transition.

You will deliver counseling, instruction, and guidance on financial readiness, budgets, debts, taxes, and benefits within the TAP framework. The role requires a Bachelor's degree, relevant certifications, and several years of experience providing financial counseling.

Qualifications

• Bachelor’s degree required.
• Nationally recognized financial counseling/planning certification preferred.
• 3+ years of financial counseling or advising experience.
• Knowledge of financial readiness and transition considerations.

Responsibilities

• Provide certified financial counseling and instruction to service members and clients.
• Assess readiness and develop practical transition budgets and financial plans.
• Educate on cash flow, debt, credit, taxes, and benefits.
• Explain financial considerations related to employment, relocation, housing, and healthcare.

Skills

Financial counseling

Group instruction

Professional communication

Documentation

Education

Bachelor’s degree

Job description

Full Time Professional OK-ATAP Sill, Lawton, OK, US

2 days ago Requisition ID: 1087

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.