Serco SFL-TAP Financial Planning Counselor - Fort Lewis, WA in Fort Lewis, Washington
SFL-TAP Financial Planning Counselor - Fort Lewis, WAFort Lewis, WA, US
Job Description --Provide financial planning workshops and individual financial counseling tailored 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.
--Be able to Conduct financial planning workshops using existing curriculum to groups of Soldiers and Family Members in connection with mandatory Soldier for Life Transition Assistance Program (SFL-TAP, formerly known as Army Career and Alumni Program - ACAP) activities. Coordinate use of classroom, set-up of classroom, provision of training material, audio/visual equipment, etc., with designated SFL-TAP and Army Community Service (ACS) points of contact.
--Regularly provide follow-up one-on-one financial counseling that addresses 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.
--Coordinate with the ACS Financial Readiness Program representative to ensure that the financial planning curriculum is current and that services are recorded in SFL-TAP and ACS client tracking systems.
--Assist less experienced counselors.
--Analyze established performance standards and objectives, services, training material, curriculum design, and client satisfaction and relations.
--Prepare assessments and recommended measures to resolve program shortcomings and enhance the effectiveness of content and service delivery.
--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.
--Travel may be required.
Required Skills The best candidate for the Financial Planning Counselor will possess the following minimum qualifications:
(1) Successful completion of a 4-year college or university degree or a combination of education and experiences that qualify the applicant for employment as a personal financial management counselor.
(2) 4-6 years’ work experience in the financial planning field or in a related area.
(3) Possess and maintain a nationally recognized financial counseling credential, e.g., Accredited Financial Counselor (AFC), Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFC), or provide evidence of passing the examination requirements for accredited financial counselor certification within 6 months of employment.
(4) Applicants must successfully undergo a background investigation (National Agency Check)
(5) This position supports a U.S. Government Contract whose terms require Serco to staff it only with U.S. Citizens
(6) Military Veterans and Spouses encouraged to apply.
Employment Type Full time
Job ID 52148848
Company Serco Inc. (Serco) is the Americas division of Serco Group, plc, one of the world’s leading and most admired service companies. Serco serves Federal, state and local governments, along with the Canadian government and commercial customers. We help our clients deliver vital services more efficiently, while increasing the satisfaction of their end customers. Headquartered in Reston, VA, Serco has approximately 10,000 employees with an annual revenue of $1 billion and is part of a $6 billion global business that helps transform government and public services around the world. Serco recognizes that our employees are our most valuable asset. Our successes directly relate to our employees. At Serco, we listen, respect and support our employees and through continuous training, development and information-sharing, we advance talent internally, enhancing career growth and progression which enables not only our employees to excel but enables our customers to excel as well. Our employees personally can make a difference. It is not just a job at Serco; at Serco, we offer career opportunities. We invite you to become part of our dynamic team. Serco's people share a passion for delivering ethical service, innovation, and a commitment to results. Our focus on Bringing Service to Life is more than a tagline, it’s the way we get things done, the way we talk with each other, and the way we interact and respect each other. We succeed by encouraging and generating new ideas. We trust our people to deliver. We are passionate about building innovative and successful Serco businesses. Our most powerful tool in improving performance is to instill a stimulating culture where people feel they can personally make a difference. Serco is an equal opportunity employer committed to diversifying its workforce (Race/ Color/ Sex/ Sexual Orientation/ Gender Identity/ Religion/ National Origin/ Disability/ Vets).
Functional Area Personnel & Social Services
Department Our services in the Defense business unit support all branches of the U.S. military and the intelligence community. Our teams provide a variety of support services related to the maintenance and life cycle sustainment of US Navy, US Coast Guard and Customs and Border Patrol fielded C5I systems. We are focused on the design, systems engineering, project management, procurement, installation, training, testing, and field maintenance of these systems. We also provide personnel services to military personnel, military families, and civilians working for the military. Our capabilities address a wide range of managed services, as well as the complete military lifecycle which includes recruitment, to active duty through retirement. And for the Intel community we have over 300 cleared professionals who serve a variety of Intelligence Community and Department of Defense customers who stand on the front lines of defense for our nation. The unit employee’s specialists focused on acquisition and program management, systems engineering, cyber security, signals and intelligence analysis, financial management, human capital, and information technology.