Choctaw Global · 1 month ago
TAP Financial Counselor (Bliss B&M)
TX, Fort Bliss, Ft. Bliss, TX, US
Full-time
Onsite
Mid LevelChoctaw Global is dedicated to supporting Service Members and their families during their transition to civilian life. They are seeking a Financial Counselor to provide essential financial planning support, lead workshops, and offer one-on-one counseling to empower clients in managing their finances effectively.
ArchitectureFinancial ServicesManufacturing
Responsibilities
Provide financial planning workshops to groups, approximately fifty (50) Soldiers and Family Members, encompassing topics such as budgeting, debt management, insurance, and investing
Coordinate classroom setup, materials, and logistics for each session
Offer personalized financial counseling to transitioning Soldiers and their families, enabling them to evaluate income, expenditures, and create actionable financial goals
Address complex financial issues such as relocation, asset allocation, retirement, and debt management, coordinating solutions with military and civilian agencies
Prepare monthly reports detailing financial planning activities, workshop attendance, and individual counseling sessions
Participate in workgroups and assist with Commanders reports, including notifying clients of eligibility and missed requirements for Veterans Opportunity to Work / Career Readiness Standards (VOW/CRS)
Complete mandatory government training and safeguard Personally Identifiable Information (PII)
Upload information into Integrated Personnel Electronic Records Management System (iPERMS) and participate in marketing activities and events as directed by the Contract Installation Manager (CIM.)
Qualification
Required
Bachelor's degree from an accredited university in accounting, finance, or related field
A combination of education and experience amounting to 1,000 hours of experience in financial counseling
Must possess and maintain a nationally recognized and accredited Financial Counselor Certification in accordance with DoDI 1342.22
Proven experience in financial counseling, with the ability to manage client caseloads and conduct both group workshops and one-on-one sessions, either face-to-face or virtually
Ability to generate training materials, coordinate workshops, and manage classroom setup, including audio-visual requirements
Strong problem-solving skills, with the ability to assist clients in managing complex financial issues such as relocation, retirement, and debt
Excellent organizational skills and ability to manage multiple tasks simultaneously
Ability to maintain confidentiality and adhere to security protocols regarding PII
Company
Choctaw Global
Choctaw Global is a holding company that engages in government contracting, manufacturing, commercial, and investment activities.
Founded in 2017
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase