Financial Counselor
Location: Marysville, Washington
Description: Cape Fox Federal Integrators is at present looking to employ Financial Counselor right now, this position will be presented in Washington. More complete informations about this position opportunity kindly read the description below. Job Description:
Survivor Outreach Services (SOS) is an Army-wide program
designed to provide dedicated and comprehensive support
to survivors o! f deceased Soldiers.
Cape Fox Federal Integrators are currently seeking to
fill the position of Financial Counselor with qualifed
personnel.
Job Desciption
Provide basic financial assistance, at least annually,
to the Surviving Families of the Fallen 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, and document into DCIPS.
Assess individual and Family needs by conducting
interviews, establishing referral resources, and
facilitating finance education awareness training.
Training includes but is not limited to, personal
financial preparedness, reducing indebtedness, and
reducing high demand for emergency financial assistance.
Classes may include money management, proper use of
credit, predatory lending, financial pla! nning, tax
considerations, advance will directives, invest! ing,
entitlements, relocation spending, check writing,
principles and insurance. The Contractor shall follow-up
with Survivors for outstanding issue resolutions and
shall document assistance in DCIPS IAW paragraph 5.2.3,
as applicable, and/ or in designated Army Reserve client
case management tracking tools. Survivors should be
contacted at least annually.
Develop informal partnerships with military, civilian
and non-governmental agencies to leverage support. The
contractor shall coordinate services with federal,
state, and non-profit organizations, as appropriate, to
ensure that identified needs of Survivors are met
Coordinate with the Casualty Assistance Center (CAC)
Benefit Coordinator/Specialist, Office of Servicemen’s
Group Life Insurance (OSGL), and SOS Support Coordinator
(s) in service delivery to Survivors. The Contractor
shall refer survivors to the Staff Judge Advocate and
other legal resou! rces for guidance in managing complex
cases such as estate planning, foreclosure, evictions,
garnishments, and repossessions.
Conduct financial literacy awareness campaigns on
financial issues such as foreclosures, evictions,
garnishments, repossessions and, awareness campaigns on
consumer issues, personal financial investing, savings
options, Military Saves campaign, etc. Survivors should
be contacted at least annually
Update Personal Financial Readiness course curricula,
conduct training, and prepare accompanying resource
materials. Government shall provide Contractor adequate
and reasonable notification (minimal of 10 business
days) when requesting Contractor’s support of command,
military unit training, or events. Required training
shall include money management, proper use of credit,
financial, financial planning for deployment, Deployment
Savings Program, transition planning, investing, Thrift
S! avings Plan, pay, entitlements, relocation spending,
insurance, and! check writing principles. Exceptions
apply based upon consultation with COR and Contract
Program Manager.
Provide a written or verbal summary of events relating
to financial consumer issues to the local Family
Programs Director upon occurrence. The Contractor shall
also be required to refer cases to the Family Programs
Director for further action when unfair business
practice occurs.
Ensure all case records; training, reports, and
procedures are in compliance with Family Programs
accreditation standards in accordance with applicable
policies and regulations.
Maintain the Association for Financial Counseling,
Planning and Education (AFCPE) certification or other
credentials such as, Certified Financial Planner (CFP)
or a Chartered Financial Consultant (ChFC).
Requirements
Personnel shall possess a minimum of a baccalaureate
degree from an accredited college and shall have a
National Certificatio! n as an Accredited Financial
Counselor (AFC) with a minimum of two years of
experience. Other credentials such as the Certified
Financial Planner (CFP) or a Chartered Financial
Consultant (ChFC) are acceptable to meet the National
Certification requirements. Financial certifications
should be kept current, at no expense to the Government,
and documentation furnished,
upon request to the COR.
- .
If you were eligible to this position, please send us your resume, with salary requirements and a resume to Cape Fox Federal Integrators.
Interested on this position, just click on the Apply button, you will be redirected to the official website
This position starts available on: Fri, 15 Mar 2013 10:44:04 GMT
Apply Financial Counselor Here