Financial Counselor

Infopact, Inc.; Wainwright (AK); On-site; USD 52,000 - 56,000; Full time

Job summary

Infopact, Inc. seeks a Financial Counselor to provide certified counseling and instruction to service members during military-to-civilian transition.

You will assess financial readiness, educate on debt, taxes, benefits, and long-term planning, and coordinate with TAP standards to ensure comprehensive support. The role supports in-person and virtual delivery, requires a Bachelor’s degree and a relevant certification, and may involve travel to installations.

Qualifications

• Bachelor’s degree from an accredited institution.
• 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.
• Knowledge of financial readiness fundamentals and transition considerations for service members and families.
• Ability to deliver counseling in-person and virtual environments.
• Strong judgment, communication, documentation, confidentiality, and customer service.

Responsibilities

• Deliver individual financial counseling and group instruction using DoD curriculum and guidance.
• Assess client readiness, identify risk, and help develop practical transition budgets and post-separation plans.
• Educate clients on cash flow, debt management, credit, taxes, insurance, and retirement planning.
• Explain financial considerations related to employment, housing, relocation, and healthcare.
• Provide feedback on required financial plans and supporting documentation.
• Refer clients to military, government, nonprofit, and community resources when needed.
• Document counseling and progress in the designated system of record.
• Coordinate with Transition Counselors and partner organizations to ensure integrated support.
• Support virtual, in-person, mobile, and surge delivery based on demand.
• Maintain credentials and complete required training and quality reviews.

Skills

Financial counseling

Group instruction

Communication

Documentation

Customer service

Education

Bachelor’s degree from an accredited institution

Certification in financial counseling/planning/coaching

Job description

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.

The budgeted compensation for these positions includes an hourly rate of $33.44 plus additional health and welfare payment of $5.09/hr. Hourly rates are variable based on geographical locations as this is an SCA contract.

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.