Tap financial counselor

Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/78d6dj

Financial Counselor – Vicenza, Italy WHY JOIN CHOCTAW PREMIER SERVICES Are you ready to help Service Members and their families achieve financial success during their transition to civilian life? Choctaw Premier Services (CPS), a division of Choctaw Global, LLC, is seeking a Financial Counselor to join our team to provide essential financial planning support to transitioning Soldiers and their families. In this role, you will lead workshops, offer one‐on‐one counseling, and empower clients to take control of their financial future. If you have a passion for helping others manage their finances and are eager to make a real difference, this is the opportunity for you. YOUR RESPONSIBILITIES Financial Planning Workshops Provide financial planning workshops to groups, approximately fifty (50) Soldiers and Family Members, encompassing topics such as budgeting, debt management, insurance, and investing. Coordinate classroom setup, materials, and logistics for each session. One‐on‐One Counseling Offer personalized financial counseling to transitioning Soldiers and their families,



enabling them to evaluate income, expenditures, and create actionable financial goals. Address complex financial issues such as relocation, asset allocation, retirement, and debt management, coordinating solutions with military and civilian agencies. Reporting & Documentation Prepare monthly reports detailing financial planning activities, workshop attendance, and individual counseling sessions. Participate in workgroups and assist with Commanders reports, including notifying clients of eligibility and missed requirements for Veterans Opportunity to Work / Career Readiness Standards (VOW/CRS). Additional Responsibilities Complete mandatory government training and safeguard Personally Identifiable Information (PII). Upload information into Integrated Personnel Electronic Records Management System (i PERMS) and participate in marketing activities and events as directed by the Contract Installation Ma

Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/78d6dj