TAP Financial Counselor (Bliss FTST)
il y a 2 jours
El Paso
Job Description 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., • Offer personalized financial counseling to transitioning Soldiers and their families, enabling them to evaluate income, expenditures, and create actionable financial goals., • Prepare monthly reports detailing financial planning activities, workshop attendance, and individual counseling sessions., • Complete mandatory government training and safeguard Personally Identifiable Information (PII). 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., • 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., • 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. Work Environment: • Primarily office-based with moderate desk work, computer use, and occasional physical tasks., • Ability to sit for extended periods. Meaningful Impact: 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 financial counseling. We offer a supportive, collaborative environment, and value the expertise each team member brings. If you are passionate about helping others achieve financial success and are ready to be part of a mission that matters, apply today and join us in supporting those who have served our country. EEO/AAP STATEMENT: We acknowledge and honor the fundamental value and dignity of all individuals. We pledge ourselves to craft and maintain an environment that respects diverse traditions, heritages, and experiences. Choctaw is an Equal Employment Opportunity and Affirmative Action Employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions) sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. DISCLAIMER: The above-noted job advertisement is not intended to describe, in detail, the multitude of tasks that may be assigned but rather to give the applicant a general sense of the responsibilities and expectations of this position. As the nature of business demands change so, too, may the essential functions of the positions. PI2e10b94071de-25405-38473449