Financial Counselor / SFL-TAP Summary: Seeking exceptionally qualified individuals to serve as Financial Counselors in support of the U.S. Army’s Soldier for Life – Transition Assistance Program (SFL-TAP). The Financial Planning Counselor is the SFL-TAP Center's principal provider of financial planning to transitioning Service Members and their Family Members. Specific duties may include, but are not limited to:
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. 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 4-6-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 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, 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 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 qualify the applicant for employment as a personal financial counselor.
Applicants are REQUIRED to possess and maintain a nationally recognized and accredited Financial Counselor certification in accordance with DoDI 1342.22.
Must be a U.S. Citizen.
Must have the ability to manage client caseload, conducting group financial planning workshops and one-on-one financial counseling either face-to-face or virtually.
Must be able to 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.
CLICK ON LINK BELOW TO BE DIRECTED TO OUR WEBSITE FOR YOUR APPLICATION PROCESS:
Clearance: Applicants must successfully undergo a background investigation (National Agency Check) Location: Multiple Locations Travel: Some Travel will be required Lukos is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability, or national origin.
General-Other: Sales-Business Development,
We deliver professional services to the Department of Defense
Lukos, founded in 2008, is a small business headquartered in Tampa, Florida.
Our core focus areas include support to acquisition programs, technical and engineering advice, training and operations support, logistics planning, maximizing human performance, and healthcare advice. We have ongoing experience working with special operations forces, acquisition program offices, and major joint commands.
Lukos has been one of the most successful and most diversified support companies for US Special Operations Command and its components since 2010.
Since our founding, we have grown to support all five services and federal civilian agencies. Lukos is operating in eight states and several foreign countries and continues to grow into new markets.
About Our Name: Lukos is ancient Greek for “wolf”. The characteristics of the wolf match our approach to national security. The wolf is known for cunning, aggression, patience, and teamwork. An individual wolf is a smart, strong, resilient animal, but the true strength of wolves is their ability to work together as a wolfpack. Kipling said it best in The Law of the Jungle.
"For the strength of the pack is the wolf, and the strength of the wolf is the pack."
8(a) Small Disadvantaged Business (SDB) – SBA Certified Service-Disabled Veteran-Owned Small Business (SDVOSB) – VA Verified