TAP Financial Counselor

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.Die vollständige Stellenbeschreibung enthält alle damit verbundenen Fähigkeiten, Vorerfahrungen und Qualifikationen, die von den Bewerbern erwartet werden.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 relocation not provided.Education: Bachelor's degree from an accredited university in accounting, finance, or related field.A combination of education and experience amounting to 1,000 hours of experience in financial counseling.Must possess and maintain a nationally recognized and accredited Financial Counselor Certification in accordance with DoDI 1342.22.Experience: 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.Ability to generate training materials, coordinate workshops, and manage classroom setup, including audio-visual requirements.Skills