Military Financial Counselor & Transition Planner

Infopact, Inc.; Jackson (SC); On-site; USD 47,000 - 50,000; Full time

Benefits offered by this job

Job summary

Infopact, Inc. is seeking a Financial Counselor to provide certified financial counseling to Service members and eligible clients through military-to-civilian transition.

The role includes advising on income, expenses, debt, taxes, insurance, benefits, and long-term financial readiness, using Army/DoD curricula in person or virtually. The position supports budgeting, risk assessment, and financial planning, coordinating with Transition Counselors and CIMs; it requires a Bachelor’s degree and a

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

Bachelor's degree

Financial counseling

Communication

Confidentiality

Customer service

Education

Bachelor's degree

Certification in financial counseling or planning

Job description

Infopact, Inc. is seeking a Financial Counselor to provide certified financial counseling to Service members and eligible clients through military-to-civilian transition.

The role includes advising on income, expenses, debt, taxes, insurance, benefits, and long-term financial readiness, using Army/DoD curricula in person or virtually. The position supports budgeting, risk assessment, and financial planning, coordinating with Transition Counselors and CIMs; it requires a Bachelor’s degree and a