SFL-TAP Financial Planning Counselor

Fort Bragg, NC
Full-time


The SFL-TAP FinancialPlanning Counselor is the SFL-TAP Center’s principal provider of financialplanning to transitioning Service Members and their Family Members. Thespecific duties of the SFL-TAP Financial Planning Counselor include but are notlimited to:

  • Provide financial planning workshops and individual financial counseling to meet the needs of transitioning Soldiers and Family Members prior to their separation 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 6-hour financial planning workshops using existing curriculum to groups of approximately 50 Soldiers and Family Members in connection with mandatory SFL-TAP VOW/CRS 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 approximately 30% of transitioners who request. 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 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 Govt); participate in sustainment training events as offered. Participate in marketing activities and employment events as directed by the CIM.

Education andExperience:

Baccalaureate degreefrom an accredited college/university or a combination of education andexperiences amounting to 1,000 hours of experience in financial counselingwhich qualify the applicant for employment as a personal financialcounselor. Applicants are PREFERRED to possess and maintain anationally recognized and accredited Financial Counselor certification inaccordance with DoDI 1342.22, or provide evidence of passing the examinationrequirements for accredited financial counselor certification within 6 monthsof employment. Other required experience includes: ability to manageclient caseload, conducting group financial planning workshops and one-on-onefinancial counseling either face-to-face or virtually, generating trainingmaterials, maintains intensive problem solving skills, conducting individualbudget preparation work, as well as the ability to schedule, coordinate, andset-up classroom including audio-visual requirements. Reports to CIM.

**Applicants must be U.S.Citizens and successfully undergo a background investigation (National AgencyCheck Investigation.R

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