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Financial Planning Counselor

Company: CACI International Inc.
Location: Fort Irwin
Posted on: November 21, 2022

Job Description:

Financial Planning Counselor

Job Category: Service Contract Act

Time Type: Full time

Minimum Clearance Required to Start: None

Employee Type: Regular

Percentage of Travel Required:

Type of Travel:

What Youll Get to Do:

Do you want to have an impact on post-transition success for Soldiers? The Soldier for Life - Transition Assistance Program (SFL-TAP) program assists transitioning Soldiers discover knowledge, skills, and resources necessary to be competitive and successful. The Financial Planning Counselor is the TAP Centers principal provider of financial planning to transitioning Service members and their family members.

More About the Role:

As a Financial Planning Counselor you will:

  • Provide financial planning workshops and individual financial counseling to meet the needs of transitioning Soldiers and Family Members prior to their transition from the Active Army or Reserve Components;
  • Provide information on banking, debt management, health care, college saving plans, home ownership, budgeting, use of credit, insurance, investing, tax and estate planning, and other matters that impact the financial readiness of transitioning Soldiers/Families;
  • Conduct 4-6-hour financial planning workshops using existing curriculum to groups of approximately 50 Soldiers and Family Members in connection with mandatory TAP VOW/CRS (Veterans Opportunity to Work/Career Readiness Standards) activities which includes a budget;
  • Coordinate use of classroom, set-up of classroom, and provision of training materials;
  • Regularly provide follow-up one-on-one financial counseling to clients who request assistance;
  • During financial counseling, address the specific needs and interests of Soldiers and Family Members, including the evaluation of individual or family income and expenditures and recommendations for short- and long- term actions to achieve financial goals;
  • Assist clients in managing complex financial issues, e.g., relocation, asset allocation, transition/retirement, eviction, garnishment, repossession, etc., and coordinate solutions with applicable military and civilian agencies;
  • Prepare monthly reports describing all financial planning activities and record the number of transitioning Soldiers and Family Members attending workshops and individual sessions;
  • Participate in workgroups with other financial planners;
  • Assist Contract Installation Manager (CIM) with delivering Commanders reports and notifying clients of eligibility to begin services while also notifying clients of missed requirements for VOW/CRS;
  • Other duties: complete all mandatory Government training; safeguard PII; file records according to ARIMS; upload information into iPERMS (after training received from the Government); participate in sustainment training events as offered; and
  • Participate in marketing activities and employment events.

    Youll Bring These Qualifications:

    • Baccalaureate degree from an accredited college/university or a combination of education and experiences amounting to 1,000 hours of experience in financial counseling which qualify the applicant for employment as a personal financial counselor;
    • Possess and maintain a nationally recognized and accredited Financial Counselor certification in accordance with DoDI 1342.22;
    • U.S. Citizen (must successfully undergo a National Agency Check background investigation; and
    • Ability to manage client caseload, conducting group financial planning workshops and one-on-one financial counseling either face-to-face or virtually, generating training materials, maintains intensive problem solving skills, conducting individual budget preparation work, as well as the ability to schedule, coordinate, and set-up classroom including audio-visual requirements.

      This position is in support of future opportunities. As we get closer to filling this position, we will be contacting qualified candidates. If you are selected to interview, you will be contacted directly by a recruiter.

      What We Can Offer You:

      • Weve been named a Best Place to Work by the Washington Post.
      • Our employees value the flexibility at CACI that allows them to balance quality work and their personal lives.
      • We offer competitive benefits and learning and development opportunities.
      • We are mission-oriented and ever vigilant in aligning our solutions with the nations highest priorities.
      • For over 55 years, the principles of CACIs unique, character-based culture have been the driving force behind our success.

        Company Overview: At CACI, you will have the opportunity to make an immediate impact by providing information solutions and services in support of national security missions and government transformation for Intelligence, Defense, and Federal Civilian customers. CACI is an Equal Opportunity Employer - Females/Minorities/Protected Veterans/Individuals with Disabilities.

        As a federal contractor, CACI is subject to any federal vaccine mandates or other customer vaccination requirements. All new hires are required to report their vaccination status.

Keywords: CACI International Inc., Fontana , Financial Planning Counselor, Other , Fort Irwin, California

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