Prepare monthly reports describing all financial planning activities and record the number of transitioning Soldiers and Family Members attending workshops and individual sessions.Assist clients in managing complex financial issues, e.g., relocation, asset allocation, transition/retirement, eviction, garnishment, repossession, etc., and coordinate solutions with applicable military and civilian agencies.During financial counseling, address the specific needs and interests of Soldiers and Family Members, including the evaluation of individual or family income and expenditures and recommendations for short- and long term actions to achieve financial goals. Regularly provide follow-up one-on-one financial counseling to clients who request assistance.

Provide clients with individual Post Service Financial Plan review.

Coordinate use of classroom, set-up of classroom, and provision of training materials.

Schedule clients to attend the financial planning workshop and record attendance within two business Days.

Conduct four to six-hour financial planning workshops using Government-provided existing curriculum to groups of approximately 50 Soldiers and Family Members in connection with mandatory TAP VOW/CRS (Veterans Opportunity to Work/Career Readiness Standards) activities, which includes a budget.

Provide information on banking, debt management, health care, college saving plans, home ownership, budgeting, use of credit, insurance, investing, tax and estate planning, and other matters that impact the financial readiness of transitioning Soldiers/Families.

Provide financial planning workshops and individual financial counseling to meet the needs of transitioning Soldiers and Family Members prior to their transition from the Active Army or Reserve Components.

Specific duties of the TAP Financial Planning include but are not limited to:

The Financial Planning Counselor is the TAP Center’s principal provider of financial planning to transitioning Service Members and their Family Members. There are positions available in Fort Huachuca, Fort Irwin, Joint Base Lewis-McChord, and Schofield Barracks.

Army Soldier for Life Transition Assistance Program (SFL-TAP). Irwin, JB Lewis-McChord, Schofield Barracks,ĬALIBRE Systems, Inc., an employee-owned Management Consulting and Digital Transformation company, is looking for a full-time Financial Counselor for the U.S.

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