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Full-time
bachelor degree, professional certificate
Health and welfare payment
Posted 12d ago
Apply by Nov 30
~40 hrs/week
Responsibilities
Provide certified financial counseling and group instruction to military service members and their families during the transition to civilian life. Coordinate with installation personnel and maintain accurate documentation of counseling sessions and financial plans.
Requirements
Requires a bachelor's degree and a nationally recognized financial counseling or planning certification. Candidates must have at least three years of experience in financial advising or counseling.
Full job description
Infopact Inc, founded in 2004, is an SBA-certified 8(a) Woman-Owned Small Business specializing in providing technical and management operations support for Department of Defense and Federal civilian agencies. We are currently looking for Financial Counselors to assist our client.
The budgeted compensation for these positions includes an hourly rate of $30.01 plus additional health and welfare payment of $5.09/hr. Hourly rates are variable based on geographical locations as this is an SCA contract.
Position Summary Provides certified financial counseling and instruction to Service members and eligible clients throughout the military-to-civilian transition process. The Financial Counselor helps clients understand their current financial condition, identify risk, develop realistic post-transition financial plans, and make informed decisions regarding income, expenses, credit, debt, taxes, insurance, benefits, and long-term financial readiness.
Key Responsibilities
Deliver individual financial counseling and group instruction using approved Army and DoD financial readiness curriculum and guidance.
Assess client financial readiness, identify risk indicators, and help develop practical transition budgets and post-separation financial plans.
Educate clients on cash flow, debt management, credit, taxes, insurance, emergency savings, retirement, benefits, and changes in military compensation.
Explain financial considerations associated with employment, education, relocation, housing, health care, and family transitions.
Provide feedback on required financial plans and supporting documentation in accordance with TAP and Career Readiness Standards.
Refer clients to appropriate military, Government, nonprofit, and community financial resources when needs exceed the scope of the role.
Document counseling, instruction, assessments, referrals, and completion status accurately and on time in the designated system of record.
Coordinate with Transition Counselors, CIMs, installation personnel, and partner organizations to ensure integrated support and continuity of care.
Support virtual, in-person, mobile, and surge delivery based on regional workload and client demand.
Maintain professional credentials and complete all required training, quality reviews, and continuing education.
Minimum Qualifications
Bachelor’s degree from an accredited institution.
A current nationally recognized financial counseling, planning, coaching, or education certification appropriate to the work.
At least three years of experience providing financial counseling or advising individuals on financial benefits, resources, budgeting, debt, credit, taxes, or life-cycle financial planning.
Knowledge of financial readiness fundamentals and financial considerations affecting Service members and families during transition.
Ability to deliver effective individual counseling and group instruction in both in-person and virtual environments.
Strong judgment, communication, documentation, confidentiality, and customer service skills.
Ability to obtain and maintain required Government suitability, installation access, Common Access Card, and system access.
Preferred Qualifications
AFC®, CFP®, ChFC®, CPA, or another nationally recognized credential relevant to financial counseling or planning.
Experience supporting military financial readiness, personal financial management, transition assistance, veterans, or military families.
Knowledge of military compensation, retirement, survivor benefits, VA benefits, education benefits, and post-service financial planning.
Infopact, Inc., established in 2004, has been providing 20 years of exceptional services to the DoD and Federal civilian agencies. We are experts in Business Intelligence, Data analytics, Cloud Solutions, Systems Integration, and full-lifecycle ERP implementations with a proven track record of success. Our technology-driven approach incorporates Agile methodologies, DevSecOps, and cutting-edge AI/ML/NLP technologies to build intelligent applications, automate processes, and generate insights for informed decision-making. Our dedication to our clients is reflected in our motto, “Your Projects are our Passion”. Infopact, Inc. is an SBA certified 8(a) Women-Owned Small Business.
Enterprise Resource PlanningApplication DevelopmentWeb DevelopmentFinancial & Acquisition System Support ServicesRobotic Process AutomationData AnalyticsProject ManagementBusiness Process ReengineeringBusiness IntelligenceCloud Services
How many Management & Leadership jobs are open in Newport News, VA right now?
There are currently 425 open management & leadership positions in Newport News, VA listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Management & Leadership roles in Newport News, VA?
Companies currently hiring include Ingalls Shipbuilding, a Division of HII, Riverside Health, Dollar Tree Stores, Jefferson Lab, Casey Auto Group, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Management & Leadership jobs in Newport News, VA?
Yes — 41 of the 425 open management & leadership positions offer remote or hybrid work (11 remote, 30 hybrid).
How do I apply for Management & Leadership jobs in Newport News, VA?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.