- Provide financial planning workshops and individual financial counseling to meet the needs of transitioning soldiers and family members before they transition from the Active Army or Reserve Components.
- 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 and their families.
- Conduct 4-6 hour financial planning workshops using the existing curriculum to groups of approximately 50 soldiers and family members in connection with mandatory Veterans Opportunity to Work (VOW) Act/Career Readiness Standards (CRS) activities which include a budget.
- Coordinate use of classroom, set-up of classroom, and provision of training material.
- Regularly provide follow-up one-on-one financial counseling to clients who request assistance. 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.
- Assist clients in managing complex financial issues, e.g., relocation, asset allocation, transition/retirement, eviction, garnishment, repossession, and coordinate solutions with applicable military and civilian agencies.
- Prepare monthly reports describing all financial planning activities and record the number of transitioning soldiers and family members attending workshops and individual sessions.
- Participate in workgroups with other financial planners.
- Assist Contract Installation Manager (CIM) with delivering Commanders reports and notifying clients of eligibility to begin services while also notifying clients of missed requirements for VOW/CRS.
- Complete all mandatory Government training.
- Safeguard PII.
- File records according to the Army Records Information Management System.
- Upload information into the Interactive Personnel Electronic Records Management System (after training received from the Government).
- Participate in sustainment training events as offered.
- Participate in marketing activities and employment events as directed by the CIM.
- Baccalaureate degree from an accredited college/university or a combination of education and experiences amounting to 1,000 hours of experience in financial counseling which qualifies the applicant for employment as a personal financial counselor. Applicants are REQUIRED to possess and maintain a nationally recognized and accredited Financial Counselor certification per DoDI Acceptable certifications: AFCPE – Accredited Financial Counselor, CFP Board - Certified Financial Planner, - Certified Personal Finance Counselor.
- Applicants must successfully undergo a background investigation (National Agency Check) and are subject to drug screening.
- U.S. Citizen.
- Ability to manage client caseload, conduct group financial planning workshops and one-on-one financial counseling either face-to-face or virtually, generate training materials, maintain intensive problem-solving skills, conduct individual budget preparation work, as well as the ability to schedule, coordinate, and set up classroom including audio-visual requirements.
-
Financial Counselor
2 weeks ago
MKS2 Technologies Fort Bliss, United StatesJob Description · Job DescriptionMKS2 Technologies, LLC, an award-winning high growth small business, creates innovative and customer-centric technology solutions in the areas of Cyber Security, Instructional Design and Training, Software Engineering and IT Support Services to im ...
-
Financial Counselor
3 weeks ago
Del Sol Medical Center El Paso, United StatesDescription · Introduction · Are you looking for a work environment where diversity and inclusion thrive? Submit your application for our Financial Counselor opening with Del Sol Medical Center today and find out what it truly means to be a part of the HCA Healthcare team. · B ...
-
Financial Counselor
2 weeks ago
HCA Healthcare El Paso, United States Full timeDescription · Introduction · Are you looking for a work environment where diversity and inclusion thrive? Submit your application for our Financial Counselor opening with Del Sol Medical Center today and find out what it truly means to be a part of the HCA Healthcare team. · Ben ...
-
Business Office Financial Counselor
1 week ago
Acadia Healthcare Inc. El Paso, United States PermanentOverview · PURPOSE STATEMENT: · Responsible for accurate, timely and complete documentation regarding insurance verification, billing and collections. · Responsibilities · ESSENTIAL FUNCTIONS: · * Responsible for auditing the admission packets and for the verification of benefits ...
-
Personal Financial Counselor, El Paso, TX
3 weeks ago
Magellan Health El Paso, United StatesThis position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include educat ...
-
Personal Financial Counselor, El Paso, TX
4 weeks ago
Magellan Health El Paso, United States Full timeThis position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include educat ...
-
asst dir
4 days ago
Foundations for Living El Paso, United States Full timeResponsibilities One of the nation's largest and most respected providers of hospital and healthcare services, Universal Health Services, Inc. has built an impressive record of achievement and performance. Growing steadily since its inception into an esteemed Fortune 500 corpor ...
-
Department of Veterans Affairs El Paso, United StatesSummary · This position is eligible for the Education Debt Reduction Program (EDRP), a student loan payment reimbursement program. You must meet specific individual eligibility requirements in accordance with VHA policy and submit your EDRP application within four months of appoi ...
-
Veterans Affairs, Veterans Health Administration El Paso, United StatesSummary This position is eligible for the Education Debt Reduction Program (EDRP), a student loan payment reimbursement program. You must meet specific individual eligibility requirements in accordance with VHA policy and submit your EDRP application within four months of appoint ...
-
Licensed Marriage
3 days ago
Department of Veterans Affairs El Paso, United StatesSummary · This position is eligible for the Education Debt Reduction Program (EDRP), a student loan payment reimbursement program. You must meet specific individual eligibility requirements in accordance with VHA policy and submit your EDRP application within four months of appoi ...
-
Licensed Marriage
3 days ago
Department of Veterans Affairs El Paso, United StatesSummary · This position is eligible for the Education Debt Reduction Program (EDRP), a student loan payment reimbursement program. You must meet specific individual eligibility requirements in accordance with VHA policy and submit your EDRP application within four months of appoi ...
-
licensed professional counselor
2 weeks ago
BrightSpring Health Services El Paso, United StatesOur Company · Rehab Without Walls Neuro Rehabilitation · Overview · Rehab Without Walls is Expanding to El Paso--Seeking a Licensed Professional Counselor (LPC) · Who we are looking for: · Administer assessments and develop appropriate & functional treatment plans to assist with ...
-
Department of Veterans Affairs El Paso, United StatesSummary · This position is eligible for the Education Debt Reduction Program (EDRP), a student loan payment reimbursement program. You must meet specific individual eligibility requirements in accordance with VHA policy and submit your EDRP application within four months of appoi ...
-
Department of Veterans Affairs El Paso, United StatesSummary · This position is eligible for the Education Debt Reduction Program (EDRP), a student loan payment reimbursement program. You must meet specific individual eligibility requirements in accordance with VHA policy and submit your EDRP application within four months of appoi ...
-
Department of Veterans Affairs El Paso, United StatesSummary · This position is eligible for the Education Debt Reduction Program (EDRP), a student loan payment reimbursement program. You must meet specific individual eligibility requirements in accordance with VHA policy and submit your EDRP application within four months of appoi ...
-
Nurse Navigator
3 weeks ago
Houston Methodist Texas, AL, United StatesAt Houston Methodist, the Nurse Navigator position is responsible for serving as an expert population-specific clinician, patient/client advocate and assisting population-specific patients/families to navigate the complex health care system in an organized, effective and efficien ...
-
Marriage & Family Therapist - EDRP
3 days ago
Veterans Affairs, Veterans Health Administration El Paso, United StatesSummary This position is eligible for the Education Debt Reduction Program (EDRP), a student loan payment reimbursement program. You must meet specific individual eligibility requirements in accordance with VHA policy and submit your EDRP application within four months of appoint ...
-
asst director
3 weeks ago
Universal Health Services El Paso, United StatesOne of the nation's largest and most respected providers of hospital and healthcare services, Universal Health Services, Inc. has built an impressive record of achievement and performance. Growing steadily since its inception into an esteemed Fortune 500 corporation, annual reven ...
-
Program Director
1 hour ago
TTUHSC El Paso, United StatesExtended Job Title · Program Director - TCHATT (Psychiatry/Alberta) · Org Level 1 · Texas Tech Unv Hlth Sci Ctr El Paso · Position Description · Performs administrative duties in the management and coordination of a large specialized project and program. Performs varied and com ...
-
Marriage & Family Therapist - EDRP
3 days ago
Department of Veterans Affairs El Paso, United StatesSummary · This position is eligible for the Education Debt Reduction Program (EDRP), a student loan payment reimbursement program. You must meet specific individual eligibility requirements in accordance with VHA policy and submit your EDRP application within four months of appoi ...
Financial Counselor - Fort Bliss, United States - MKS2 Technologies
Description
Job Description
Job DescriptionMKS2 Technologies, LLC, an award-winning high growth small business, creates innovative and customer-centric technology solutions in the areas of Cyber Security, Instructional Design and Training, Software Engineering and IT Support Services to improve the security and well-being of our clients. Our commitment to excellence and our "Mission First" orientation has resulted in steady growth and an expanding client base across government agencies. We have employees nationwide and for the past three consecutive years were named one of the fastest growing Veteran-owned companies in the nation. Please take a moment to browse through our website and learn more about what it means to serve with MKS2.
Financial Counselor
The Financial Planning Counselor is the Army Transition Assistance Program (TAP) Center's principal provider of financial planning to transitioning service members and their family members.
The specific duties of the TAP Financial Planning Counselor include but are not limited to:
Education and Experience:
Hourly pay: $27.37 per hour, plus benefits
Diversity creates a healthier atmosphere: MKS2 Technologies is proud to be an Equal Employment Opportunity / Affirmative Action employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.