TAP Financial Counselor; Drum

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Full Time Professional NY, Fort Drum, Fort Drum, NY, US

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 financial planning workshops to groups of approximately fifty Soldiers and Family Members on 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 financial counseling experience.
• Must possess and maintain a nationally recognized and accredited Financial Counselor Certification in accordance with DoDI 1342.22.

• 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.
• Strong problem‑solving skills, with the ability to assist clients in managing complex financial issues such as relocation, retirement, and debt.
• Excellent organizational skills and ability to manage multiple tasks simultaneously.
• Ability to maintain confidentiality and adhere to security protocols regarding PII.

• 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…