Financial Counselor

Choctaw Global

. Provide financial planning workshops for approximately fifty Soldiers and Family Members on budgeting, debt management, insurance, and investing .

Posted 9/22/2026full-timeSan Antonio • Texas • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial counseling, including budgeting, debt management, and investment strategies, while effectively coordinating workshops and managing client relationships. Proficient in safeguarding Personally Identifiable Information (PII) and adhering to security protocols.

Highest-signal resume keywords

Financial Counselor CertificationFinancial Counseling ExperienceWorkshop CoordinationBudgeting and Debt ManagementOrganizational Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningBudgetingDebt ManagementInsuranceInvestingClient Caseload ManagementTraining Material GenerationWorkshop FacilitationReport PreparationData Entry into iPERMS

Soft Skills

Problem-SolvingOrganizational SkillsConfidentialityCommunicationInterpersonal Skills

Tools & Technologies

IPERMSAudio-Visual Equipment

Certifications & Qualifications

Financial Counselor Certification

Industry Keywords

Military Financial CounselingVOW/CRS EligibilityRelocation AssistanceRetirement PlanningPersonal Financial Management

About the role

Key responsibilities & impact

Provide financial planning workshops for approximately fifty Soldiers and Family Members on budgeting, debt management, insurance, and investing
Coordinate classroom setup, materials, and logistics for each workshop
Offer personalized financial counseling to transitioning Soldiers and their families
Help clients evaluate income and expenditures and create actionable financial goals
Address relocation, asset allocation, retirement, and debt management issues
Coordinate solutions with military and civilian agencies
Prepare monthly reports on financial planning activities, workshop attendance, and individual counseling sessions
Participate in workgroups and assist with Commanders reports
Notify clients of eligibility and missed requirements for VOW/CRS
Complete mandatory government training
Safeguard PII
Upload information into iPERMS
Participate in marketing activities and events as directed by the Contract Installation Manager
Interact with service members and employers in an on-site environment

Requirements

What you’ll need

Bachelor’s degree from an accredited university in accounting, finance, or related field
A combination of education and experience amounting to 1,000 hours of experience in financial counseling
Must possess and maintain a nationally recognized and accredited Financial Counselor Certification in accordance with DoDI 1342.22
Proven experience in financial counseling
Ability to manage client caseloads and conduct group workshops and one-on-one sessions, face-to-face or virtually
Ability to generate training materials and coordinate workshops
Ability to manage classroom setup, including audio-visual requirements
Strong problem-solving skills involving relocation, retirement, and debt management
Excellent organizational skills and ability to manage multiple tasks simultaneously
Ability to maintain confidentiality and adhere to security protocols regarding PII
Ability to complete mandatory government training
Ability to safeguard Personally Identifiable Information (PII)
Ability to sit for extended periods
Ability to lift materials up to twenty (20) lbs. when required

Benefits

Comp & perks

Meaningful impact helping transitioning Service Members and their families gain financial independence and confidence
Dynamic, fast-paced work environment
Collaborative culture and professional relationships
Career development and expertise-building in financial counseling
Supportive environment
Equal Employment Opportunity and Affirmative Action Employer