Financial Counselor - Ft. Bliss

The AFX Group, LLC is accepting resumes for a Financial Counselor. This position is designated as a Service Contract Act position. 

This position is open to incumbent personnel only. To be considered for this position, you must currently be serving in this position at the designated military installation.

The Army Transition Assistance Program (TAP) provides members of the Armed Forces with the highest quality of services, training, and transition support to make their transition from the military into civilian life a success.

The Financial Planning Counselor is the principal provider of financial planning to transitioning Service Members and their Family Members.

OPENING DATE: July 14, 2021

CATEGORY: Full-Time, Service Contract Act

STARTING DATE: September 2021




  • Provide financial planning workshops and individual financial counseling to meet the needs of transitioning Soldiers and Family Members prior to their transition 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.
  • Conduct 4-6-hour financial planning workshops using existing curriculum to groups of approximately 50 Soldiers and Family Members in connection with mandatory TAP Veterans Opportunity to Work (VOW) / Career Readiness Standards (CRS) activities which includes a budget. 
  • Coordinate use of classroom, set-up of classroom, and provision of training materials.
  • Regularly provide follow-up one-on-one financial counseling to clients who request assistance. During financial counseling, address 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.
  • 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.
  • Assist Contract Installation Manager (CIM) with delivering Commanders reports and notifying clients of eligibility to begin services while also notifying clients of missed requirements for VOW/CRS.
  • Participate in marketing activities and employment events as directed by the CIM. Other duties: complete all mandatory Government training; safeguard PII; file records according to ARIMS; upload information into integrated Personnel Electronic Records Management System (iPERMS; after training received from the Government); participate in sustainment training events as offered.


  • Bachelor’s degree from an accredited institution or a combination of education and experiences amounting to 1,000 hours of experience in financial counseling which qualifies the applicant for employment as a personal financial counselor.
  • Must possess and maintain a nationally recognized and accredited Financial Counselor certification in accordance with DoDI 1342.22
  • Have experience with: managing client caseload; conducting group financial planning workshops and one-on-one financial counseling (face-to-face or virtually); generating training materials; preparing individual budgets; scheduling, coordinating, and setting-up classrooms including audio-visual requirements 
  • Must have problem-solving skills.
  • Strong verbal and written communication skills. 
  • Customer services skills required.
  • Experience with software packages such as MS Word, Excel and PowerPoint.



All qualified applicants will receive consideration for employment without regard to racecolorreligionsexsexual orientationgender identity or national origin.


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