Military Transition Financial Counselor

Infopact, Inc.; Columbia (SC); On-site; USD 40,000 - 48,000; Full time

Job summary

Infopact, Inc. is seeking Financial Counselors to support DoD and Federal civilian agencies.

The role provides certified financial counseling to service members and eligible clients, guiding them through military-to-civilian transition and helping plan finances after transition. The position emphasizes delivering individual counseling and group instruction across in-person and virtual settings, maintaining documentation, and coordinating with TAP resources.

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 andmaintain 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,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 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

Counseling

Group instruction

Communication

Documentation

Customer service

Confidentiality

Government suitability

Education

Bachelor’s degree

Nationally recognized certification (financial counseling)

Job description

Infopact, Inc. is seeking Financial Counselors to support DoD and Federal civilian agencies.

The role provides certified financial counseling to service members and eligible clients, guiding them through military-to-civilian transition and helping plan finances after transition. The position emphasizes delivering individual counseling and group instruction across in-person and virtual settings, maintaining documentation, and coordinating with TAP resources.