ACAP Financial Planning Counselor Vicenza NC50357207
Serco 1,167 reviews - Virgin Islands

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Serco Inc. is a leading provider of professional, technology and management services focused on the federal government. We advise, design, integrate and deliver solutions that transform how clients achieve their missions. Our customer-first approach, robust portfolio of services and global experience enable us to respond with solutions that achieve outcomes with value. Headquartered in Reston, VA, Serco Inc. has approximately 9,000 employees with an annual revenue of $1.5 billion and is part of a $6.6 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 is an equal opportunity/affirmative action employer committed to diversifying its workforce (M/F/D/V).

Functional Area:
Personnel & Social Services

The Defense Personnel Services Business Unit has approximately 2000 employees and operates at hundreds of locations across the United States and overseas in Korea, Japan, Italy, and Germany. We 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.

Job Description:
The ACAP Financial Counselor should be able to perform the following:

  • 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 6-hour financial planning workshops using existing curriculum to groups of approximately 50 Soldiers and Family Members in connection with mandatory 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 ACAP 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 ACAP 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.
Work at times will require extended hours, including week days, weekends and some holidays, generally anticipating and addressing emerging requirements under changing and constrained time lines.

Required Skills and Experience:
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 3 months of employment.
(4) Applicants must be U.S. Citizens and successfully undergo a background investigation (National Agency Check)

Employment Type: Full time

Career Level: Mid Career

About this company
1,167 reviews
Serco employs over 100,000 people in more than 30 countries, delivering local services informed by many years of international experience...