15 set
|
CALIBRE Systems
|
Vicenza
15 set
CALIBRE Systems
Vicenza
ppCategory Project and Program Management /p pJob Location Vicenza, Veneto, Italy /p pTracking Code 5499 /p pPosition Type Full-Time/Regular /p pCALIBRE is an employee-owned mission focused solutions and digital transformation company supporting clients across defense, federal, and commercial markets. Through innovative services, data-driven solutions, and deep domain expertise, CALIBRE helps organizations solve complex challenges, improve operational performance, and achieve mission success. Our employee-owners are committed to delivering exceptional value while fostering a culture of collaboration, accountability, professional growth, and service excellence. /p pCALIBRE is seeking a bFinancial Counselor /b to support the Army Transition Assistance Program (TAP). The Financial Counselor provides professional financial counseling and instruction to transitioning Service members and eligible clients, helping them understand their current financial condition, prepare for life after military service, and develop realistic financial strategies to support long-term success. This position plays a critical role in ensuring clients are financially prepared to navigate the transition from military to civilian life. /p pThe successful candidate will deliver individual counseling and group instruction on topics including budgeting, debt management, credit, taxes, insurance, retirement planning, military benefits, and financial readiness. The Financial Counselor will work closely with Transition Counselors, installation personnel, and community partners to ensure clients receive comprehensive support and access to appropriate resources throughout their transition journey. /p h3Summary /h3 pThe Financial Counselor provides certified financial counseling and instruction to transitioning Service members and eligible clients. The position helps clients assess their financial readiness, develop transition budgets and financial plans, understand changes in compensation and benefits, and make informed decisions regarding their financial future. /p h3Key Responsibilities /h3 ul liDeliver individual financial counseling and group instruction using approved Army and Department of Defense financial readiness curriculum and guidance. /li liAssess client financial readiness, identify financial risk indicators,
and assist clients in developing practical transition budgets and post-separation financial plans. /li liEducate clients on cash flow management, budgeting, debt management, credit, taxes, insurance, emergency savings, retirement planning, and financial goal setting. /li liExplain financial considerations associated with employment, education, relocation, housing, healthcare, family transitions, and civilian benefits. /li liReview financial plans and supporting documentation to ensure compliance with Army TAP requirements and Career Readiness Standards. /li liRefer clients to appropriate military, Government, nonprofit, and community financial resources when needs extend beyond the scope of services provided. /li liDocument counseling sessions, instruction, assessments, referrals, and completion status accurately and within established timelines. /li liCoordinate with Transition Counselors, Contract Installation Managers, installation personnel, and partner organizations to ensure integrated client support and continuity of service. /li liSupport virtual, in-person, mobile, and surge delivery requirements based on workload and client demand. /li liMaintain professional credentials and complete all required training, quality reviews, certifications, and continuing education requirements. /li /ul h3Required Skills /h3 ul liStrong financial counseling and client advisory skills. /li liAbility to explain complex financial concepts in a clear and understandable manner. /li liStrong interpersonal, communication, and customer service skills. /li liAbility to deliver effective one-on-one counseling and classroom instruction. /li liStrong organizational, documentation, and time-management skills. /li liAbility to assess client needs and develop practical financial solutions. /li liStrong attention to detail and ability to maintain confidentiality of sensitive information. /li liProficiency with Microsoft Office Suite, including Word, Excel, PowerPoint, Outlook, and Teams.
/li liAbility to obtain and maintain required Government suitability, installation access, Common Access Card (CAC), and system access. /li /ul h3Preferred Skills /h3 ul liKnowledge of military financial readiness programs and transition assistance services. /li liFamiliarity with military compensation, retirement systems, survivor benefits, VA benefits, and education benefits. /li liKnowledge of Career Readiness Standards and Army TAP requirements. /li liAbility to support clients with diverse financial backgrounds and transition circumstances. /li liExperience providing virtual counseling and instruction. /li /ul h3Required Experience /h3 ul liBachelor's degree from an accredited college or university. /li liCurrent nationally recognized financial counseling, financial planning, financial coaching, or financial education certification appropriate to the position. /li liMinimum of three (3) years of experience providing financial counseling or advising individuals on budgeting, debt management, credit, taxes, benefits, financial resources, or life-cycle financial planning. /li liExperience supporting the Army Transition Assistance Program or similar workforce development and career readiness programs. /li liExperience conducting individual counseling sessions and group instruction. /li liExperience documenting client interactions, maintaining records, and managing caseloads in a professional environment. /li /ul h3Preferred Experience /h3 ul liAFC®, CFP®, ChFC®, CPA, or other nationally recognized financial counseling or planning credential. /li liExperience supporting military financial readiness, personal financial management, transition assistance, veterans, or military families. /li liKnowledge of military compensation, retirement benefits, survivor benefits, VA benefits, education benefits, and post-service financial planning. /li liExperience supporting Army, Department of Defense, or other Federal workforce readiness programs. /li liExperience delivering services in both in-person and virtual environments. /li /ul pCALIBRE and its subsidiaries are an Equal Opportunity Employer and supports transitioning service members, veterans and individuals with disabilities. We offer a competitive salary and full benefits package. /p /p #J-18808-Ljbffr
📌 Army TAP Financial Counselor - Vicenza
🏢 CALIBRE Systems
📍 Vicenza