Job Description
Provide basic financial assistance (information) to the surviving families regarding financial affairs, including but not limited to government survivor benefits, budgeting, college savings plans, health care (TRICARE & MEDICARE), long term care insurance, asset allocation, retirement savings, life insurance, etc.
Provide required training in money management, proper use of credit, financial planning, and financial planning for survivors, transition planning, investing, entitlements, relocation spending, insurance, and check writing principles.
Assist with Financial Readiness training, and prepare accompanying resource materials.
Assist with all mandatory training provided on a continuing basis for in-processing personnel.
Provide regular updates to help surviving families pursue their financial goals, offering services to help clients safeguard assets as their wealth grows. Assisting in training of less experienced specialists/counselors and acting as a liaison with other outside agencies.
Coordinates with Casualty Assistance Center (CAC) Benefit Coordinator/Specialist and Army Community Service (ACS) Support Coordinators in service delivery to survivors.
Develops networks to enhance local program delivery with appropriate outside agencies.
Assists clients in managing complex financial issues (Closures, evictions, garnishments, repossession, etc.) in coordination with applicable agencies to resolve issues.
Briefs ACS Director and leadership on financial and consumer issues impacting survivors. Refers cases to ACS Directors for further action when unfair business practice occurs.
Ensures all case records, training, reports and procedures are in compliance with ACS accreditation standards.
Required Experience
Successful completion of a 4-year college or university degree, one to two years experience directly related to the task order requirements is preferred. The ability to speak Spanish is preferred in certain geographic areas. A valid driver’s license is required.
Counselors must possess Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFC) nationally recognized credentials.