Financial Counselor

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

Job summary

Infopact, Inc. is seeking a Financial Counselor to provide certified counseling and instruction for Service members during the military-to-civilian transition.

The role builds financial readiness, guides budgeting, debt management, and benefits decisions, and uses Army/DoD curricula to educate clients in both in-person and virtual settings. Responsibilities include assessing readiness, developing transition budgets, explaining taxes and insurance, and coordinating with TAP and partner

Qualifications

• Bachelor's degree from an accredited institution.
• Certification in financial counseling/planning or education is preferred.
• Experience delivering counseling and group instruction in-person and virtually.
• Ability to obtain Government suitability and system access.

Responsibilities

• Deliver individual financial counseling and group instruction using DoD curricula.
• Assess client readiness and help develop transition budgets and plans.
• Educate clients on cash flow, debt, taxes, insurance, and retirement.
• Explain financial considerations related to employment, relocation, housing, and healthcare.
• Provide feedback on required financial plans and documentation per TAP standards.
• Refer clients to military, government, nonprofit, or community resources as needed.
• Document counseling and referrals accurately in the designated system.
• Coordinate with Transition Counselors and installation personnel to ensure integrated support.
• Support virtual, in-person, mobile, and surge delivery based on demand.

Skills

Financial counseling

Group instruction

Documentation

Customer service

Confidentiality

Education

Bachelor's degree

Nationally recognized financial counseling certification

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 counselling and group instruction in both in-person and virtual environments.




• Strong judgement, 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 counselling 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.