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. 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.

• 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.

• 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.

• 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.

• 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).

• 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).

• 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.

• 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.

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

• 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.

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

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

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

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

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…