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Financial Counselor
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- 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 and their families.
- Assist clients in managing complex financial issues, e.g., relocation, asset allocation, transition/retirement, eviction, garnishment, repossession, and coordinate solutions with applicable military and civilian agencies.
- Assist Command 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.Complete all mandatory Government training.
- Safeguard PII.File records according to the Army Records Information Management System.
- Acceptable certifications: AFCPE - Accredited Financial Counselor, CFP Board - Certified Financial Planner, - Certified Personal Finance Counselor.
Expired 26 days agoInactive Job
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