Military Transition Financial Counselor

CALIBRE Systems Inc; United States; Presencial; USD 60 000 - 90 000; Tempo integral

Resumo da oferta

CALIBRE Systems Inc. seeks a Financial Counselor to provide certified financial counseling and instruction to transitioning Service members and eligible clients.

The role helps clients assess financial readiness, develop transition budgets, and understand changes in compensation and benefits for informed long-term planning. You will deliver individual counseling and group instruction on budgeting, debt, taxes, insurance, retirement planning, military benefits, and financial readiness,

Qualificações

• Bachelor's degree from an accredited college or university.
• Current nationally recognized financial counseling, financial planning, financial coaching, or financial education certification appropriate to the position.
• Minimum of three (3) years of experience providing financial counseling or advising individuals on budgeting, debt management, credit, taxes, benefits, financial resources, or life-cycle financial planning.
• Experience supporting the Army Transition Assistance Program or similar workforce development and career readiness programs.
• Experience conducting individual counseling sessions and group instruction.
• Experience documenting client interactions, maintaining records, and managing caseloads in a professional environment.

Responsabilidades

• Deliver individual financial counseling and group instruction using approved Army and DoD financial readiness curriculum.
• Assess client financial readiness, identify risk indicators, and help develop practical transition budgets and post-separation financial plans.
• Educate clients on cash flow management, budgeting, debt management, credit, taxes, insurance, emergency savings, and retirement planning.
• Explain financial considerations related to employment, education, relocation, housing, healthcare, family transitions, and civilian benefits.
• Review financial plans for compliance with Army TAP requirements and Career Readiness Standards.
• Refer clients to appropriate government, military, nonprofit, and community financial resources when needed.

Conhecimentos

Financial counseling

Group instruction

Budgeting

Debt management

Credit/credit scores

Customer service

Microsoft Office

Formação académica

Bachelor's degree

Financial counseling/planning certification

Descrição da oferta de emprego

CALIBRE Systems Inc. seeks a Financial Counselor to provide certified financial counseling and instruction to transitioning Service members and eligible clients.

The role helps clients assess financial readiness, develop transition budgets, and understand changes in compensation and benefits for informed long-term planning. You will deliver individual counseling and group instruction on budgeting, debt, taxes, insurance, retirement planning, military benefits, and financial readiness,