Military Transition Finance Advisor

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

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.