TAP Financial Counselor; Bliss FTST

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:

Foward Transition Support Teams (FTST):

• Provide consistent transition services in response to approved mission requests from TSMs or Commanders.
• Support Service Members during mobilization, demobilization, and Yellow Ribbon events, including remote/deployed locations.
• Teams include Transition Counselors, Financial Counselors, and Administrative Specialists, positioned across TAP sites.
• 
  Maintain valid passport
  , complete travel reports, and work flexible schedules (including evenings/weekends).
• Collaborate with CIM and RM to fulfill mission tasks while following TAP training and PMO standards.

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 work groups 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.
• 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:

Skills & Competencies:

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 CPS 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…