1 Financial Planning Counselor Job in Fort Belvoir, VA
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MKS2 Technologies is Hiring a Financial Planning Counselor Near Fort Belvoir, VA
- Provide financial planning workshops and individual financial counseling to meet the needs of transitioning Soldiers and Family Members prior to their separation 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/Families.
- Conduct 6-hour financial planning workshops using existing curriculum to groups of approximately 50 Soldiers and Family Members in connection with mandatory SFL-TAP VOW/CRS activities which includes a budget. Coordinate use of classroom, set-up of classroom, and provision of training materials,
- Regularly provide follow-up one-on-one financial counseling to approximately 30% of transitioners who request. 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, etc., 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 CIM with delivering Commanders reports and notifying clients of eligibility to begin services while also notifying clients of missed requirements for VOW/CRS. Other duties: complete all mandatory Government training; safeguard PII; file records according to ARIMS; upload information into iPERMS (after training received from Govt); 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 qualify the applicant for employment as a personal financial counselor.
Applicants are PREFERRED to possess and maintain a nationally recognized and accredited Financial Counselor certification in accordance with DoDI 1342.22, or provide evidence of passing the examination requirements for accredited financial counselor certification within 6 months of employment. Other required experience includes: ability to manage client caseload, conducting group financial planning workshops and one-on-one financial counseling either face-to-face or virtually, generating training materials, maintains intensive problem solving skills, conducting individual budget preparation work, as well as the ability to schedule, coordinate, and set-up classroom including audio-visual requirements. Reports to CIM.
**Applicants must be U.S. Citizens and successfully undergo a background investigation (National Agency Check Investigation.
Job Summary
Full Time
Business Services
$43k-54k (estimate)
04/15/2023
05/13/2024
mks2.com
LAKEWAY, TX
100 - 200
2008
BRENDAN MULLEN
$10M - $50M
Business Services
Related Companies
About MKS2 Technologies
Founded in 2008, MKS2 Technologies has helped Federal government customers design, implement and sustain mission-focused IT solutions focusing on cyber security support, enterprise application development, and instructional design and training. MKS2 is a Service-Disabled Veteran-Owned Small Business (SDVOSB) headquartered in Austin, Texas, with regional offices in Colorado Springs, CO, Monterey, CA, Portland, ME, and Washington, D.C. Our full-time staff works on Federal services contracts in 27 states and the District of Columbia to provide mission-critical support to the Department of Veteran...s Affairs, The U.S. Army and the U.S. Navy.
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The job skills required for Financial Planning Counselor include Financial Counseling, Health Care, Problem Solving, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Planning Counselor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Planning Counselor. Select any job title you are interested in and start to search job requirements.
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