Military Transition Financial Counselor

Infopact, Inc.; Hawaii; On-site; USD 50,000 - 54,000; Full time

Benefits offered by this job

Health and wellness payments

SCA contract

Job summary

Infopact Inc. is seeking Financial Counselors (FinCO) to provide certified financial counseling and instruction to Service members and eligible clients through military-to-civilian transition.

The role involves counseling on income, expenses, debt, taxes, and long-term financial readiness, in alignment with Army and DoD curricula. The position operates under an SCA contract with geographies-based pay scales.

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.

Skills

Financial counseling

Group instruction

Communication

Customer service

Education

Bachelor's degree

Nationally recognized financial counseling certification

Job description

Infopact Inc. is seeking Financial Counselors (FinCO) to provide certified financial counseling and instruction to Service members and eligible clients through military-to-civilian transition.

The role involves counseling on income, expenses, debt, taxes, and long-term financial readiness, in alignment with Army and DoD curricula. The position operates under an SCA contract with geographies-based pay scales.