The Financial Planning Counselor is the SFL-TAP Center’s principal provider of financial
planning to transitioning Service Members and their Family Members. The specific
duties of the SFL-TAP Financial Planning Counselor include but are not limited to:

Responsibilities: 

• 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 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 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 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. Participate in marketing activities and employment events as directed by the

CIM.

Education and Experience:

• 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. Applicants are REQUIRED to possess and maintain a nationally

recognized and accredited Financial Counselor certification in accordance with

DoDI 1342.22.

• Applicants must successfully undergo a background investigation (National

Agency Check)

• U.S. Citizen

• 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.