TAP Financial Counselor (Drum)

WHY JOIN CHOCTAW PREMIER SERVICES:

Are you ready to help Service Members and their families achieve financial success during their transition to civilian life? Choctaw Premier Services (CPS), a division of Choctaw Global, LLC, is seeking a Financial Counselor to join our team to provide essential financial planning support to transitioning Soldiers and their families. In this role, you will lead workshops, offer one-on-one counseling, and empower clients to take control of their financial future. If you have a passion for helping others manage their finances and are eager to make a real difference, this is the opportunity for you.

YOUR RESPONSIBILITIES:

Financial Planning Workshops:

• 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.

One-on-One Counseling:

• 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.

Reporting & Documentation:

• 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).

Additional Responsibilities:

• 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.)

WHAT WE ARE LOOKING FOR:

Education:

• Bachelor’s degree from an accredited university in accounting, finance, or related field. 
  1.  A combination of education and experience amounting to 1,000 hours of experience in financial counseling.
  2. Must possess and maintain a nationally recognized and accredited Financial Counselor Certification in accordance with DoDI 1342.22.

 Experience:

1. 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.
2. Ability to generate training materials, coordinate workshops, and manage classroom setup, including audio-visual requirements.

Skills & Competencies:

1. Strong problem-solving skills, with the ability to assist clients in managing complex financial issues such as relocation, retirement, and debt.
2. Excellent organizational skills and ability to manage multiple tasks simultaneously.
3. Ability to maintain confidentiality and adhere to security protocols regarding PII.

WORK CONDITIONS:

 Work Environment:

• Fast-paced, on-site work environment focused on meeting performance goals for transitioning military personnel. The role involves interacting with service members and employers, requiring a high level of engagement and adaptability.

Schedule:

• Full-time position, typically Monday through Friday, with occasional extended hours based on project needs.

      Physical Requirements:

• Primarily office-based with moderate desk work, computer use, and occasional physical tasks.
• Ability to sit for extended periods.
• Lift materials up to twenty (20) lbs. may be required.

WHAT YOU WILL LOVE ABOUT THIS POSITION:

Meaningful Impact:

• Help transitioning Service Members and their families gain financial independence and confidence as they move into civilian life.

Dynamic Work Environment: 

• Enjoy a fast-paced, engaging role that provides the opportunity to meet new people and establish professional relationships.

Collaborative Culture:

• Work alongside a team of dedicated professionals, committed to supporting the military community.

Career Development: 

• Build your expertise in financial counseling while working with a team of dedicated professionals in a meaningful, impactful role.

JOIN OUR MISSION:

At Choctaw Premier Services we are committed to empowering Service Members and their families during their transition to civilian life. As part of our team, you will have the opportunity to make a real difference while advancing your career in financial counseling. We offer a supportive, collaborative environment, and value the expertise each team member brings. If you are passionate about helping others achieve financial success and are ready to be part of a mission that matters, apply today and join us in supporting those who have served our country.

EEO/AAP STATEMENT: 

We acknowledge and honor the fundamental value and dignity of all individuals. We pledge ourselves to craft and maintain an environment that respects diverse traditions, heritages, and experiences. Choctaw is an Equal Employment Opportunity and Affirmative Action Employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions) sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

 DISCLAIMER:

The above-noted job advertisement is not intended to describe, in detail, the multitude of tasks that may be assigned but rather to give the applicant a general sense of the responsibilities and expectations of this position. As the nature of business demands change so, too, may the essential functions of the positions.