Financial Counselor
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Overview
Schedule
Full-time
Education
CPA
Career level
Senior-level
Remote
On-site
Compensation
$30+/hour
Benefits
Health Insurance
Health & Wellness Programs
Job Description
Infopact Inc, founded in 2004, is an SBA-certified 8(a) Woman-Owned Small Business specializing in providing technical and management operations support for Department of Defense and Federal civilian agencies. We are currently looking for Financial Counselors to assist our client. The budgeted compensation for these positions includes an hourly rate of $29.57 plus additional health and welfare payment of $5.09/hr. Hourly rates are variable based on geographical locations as this is an SCA contract. Position Summary Provides certified financial counseling and instruction to Service members and eligible clients throughout the military-to-civilian transition process. The Financial Counselor helps clients understand their current financial condition, identify risk, develop realistic post-transition financial plans, and make informed decisions regarding income, expenses, credit, debt, taxes, insurance, benefits, and long-term financial readiness. Key Responsibilities
- Deliver individual financial counseling and group instruction using approved Army and DoD financial readiness curriculum and guidance.
- Assess client financial readiness, identify risk indicators, and help develop practical transition budgets and post-separation financial plans.
- Educate clients on cash flow, debt management, credit, taxes, insurance, emergency savings, retirement, benefits, and changes in military compensation.
- Explain financial considerations associated with employment, education, relocation, housing, health care, and family transitions.
- Provide feedback on required financial plans and supporting documentation in accordance with TAP and Career Readiness Standards.
- Refer clients to appropriate military, Government, nonprofit, and community financial resources when needs exceed the scope of the role.
- Document counseling, instruction, assessments, referrals, and completion status accurately and on time in the designated system of record.
- Coordinate with Transition Counselors, CIMs, installation personnel, and partner organizations to ensure integrated support and continuity of care.
- Support virtual, in-person, mobile, and surge delivery based on regional workload and client demand.
- Maintain professional credentials and complete all required training, quality reviews, and continuing education.
- Bachelor’s degree from an accredited institution.
- A current nationally recognized financial counseling, planning, coaching, or education certification appropriate to the work.
- At least three years of experience providing financial counseling or advising individuals on financial benefits, resources, budgeting, debt, credit, taxes, or life-cycle financial planning.
- Knowledge of financial readiness fundamentals and financial considerations affecting Service members and families during transition.
- Ability to deliver effective individual counseling and group instruction in both in-person and virtual environments.
- Strong judgment, communication, documentation, confidentiality, and customer service skills.
- Ability to obtain and maintain required Government suitability, installation access, Common Access Card, and system access.
- AFC®, CFP®, ChFC®, CPA, or another nationally recognized credential relevant to financial counseling or planning.
- Experience supporting military financial readiness, personal financial management, transition assistance, veterans, or military families.
- Knowledge of military compensation, retirement, survivor benefits, VA benefits, education benefits, and post-service financial planning.
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FAQs About Financial Counselor Jobs at Infopact, Inc.
What is the work location for this position at Infopact, Inc.?
This job at Infopact, Inc. is located in Fort Polk, LA, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Infopact, Inc.?
Candidates can expect a pay range of $29.57 (per hour).
What employment applies to this position at Infopact, Inc.?
Infopact, Inc. lists this role as a Full-time position.
What experience level is required for this role at Infopact, Inc.?
Infopact, Inc. is looking for a candidate with "Senior-level" experience level.
What education level is required for this job?
The education requirement for this position is CPA. Candidates with relevant qualifications or equivalent experience may also be considered.
What benefits are offered by Infopact, Inc. for this role?
Infopact, Inc. offers following benefits: Health Insurance and Health & Wellness Programs for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at Infopact, Inc.?
You can apply for this role at Infopact, Inc. either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.