MAXIMUS

  • Financial Counselor

    Job Locations US-KY-Fort Knox
    Posted Date 1 month ago(12/6/2019 12:35 PM)
    Requisition ID
    2019-47151
    # of Openings
    1
    Job Schedule
    Regular Full-Time
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    Since 1975, MAXIMUS has operated under its founding mission of Helping Government Serve the People, enabling citizens around the globe to successfully engage with their governments at all levels and across a variety of health and human services programs. MAXIMUS delivers innovative business process management and technology solutions that contribute to improved outcomes for citizens and higher levels of productivity, accuracy, accountability and efficiency of government-sponsored programs. With more than 30,000 employees worldwide, MAXIMUS is a proud partner to government agencies in the United States, Australia, Canada, Saudi Arabia, Singapore and the United Kingdom. For more information, visit https://www.maximus.com.

    Job Description Summary

    This position is contingent upon award

    The Financial Planning Counselor is the SFL-TAP Center's principal provider of financial planning to transitioning Service Members and their Family Members. The specific duties of the SFL-TAP Financial Planning Counselor 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.

    Position Description and Qualifications
    •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. Education and Experience:
    •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.
    •Applicants must successfully undergo a background investigation (National Agency Check)
    •U.S. Citizen
    •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.

     

    Essential Duties and Responsibilities:

    Minimum Requirements:
    - Bachelor's degree with 3+ years of experience.
    - May have additional training or education in area of specialization.
    - Develop solutions to a variety of problems of moderate scope & complexity.
    - General application of concepts & principles.
    - Contribute to the completion of organizational projects & goals.
    - Frequent use and general knowledge of industry practices, techniques, and standards.
    - Apply knowledge and skills to complete a wide range of tasks.
    - Communicate on complex or sensitive issues or drafts such responses for supervisor or manager.

     

    EEO Statement: Active military service members, their spouses, and veteran candidates often embody the core competencies MAXIMUS deems essential, and bring a resiliency and dependability that greatly enhances our workforce. We recognize your unique skills and experiences, and want to provide you with a career path that allows you to continue making a difference for our country. We’re proud of our connections to organizations dedicated to serving veterans and their families. If you are transitioning from military to civilian life, have prior service, are a retired veteran or a member of the National Guard or Reserves, or a spouse of an active military service member, we have challenging and rewarding career opportunities available for you. A committed and diverse workforce is our most important resource. MAXIMUS is an Affirmative Action/Equal Opportunity Employer. MAXIMUS provides equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status or disabled status.

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