Survivor Outreach Services Financial Counselor (Fort Hood, TX)

Serco is a government contractor with over 11,000 employees and more than 20 years’ experience. We provide IT and management services to the Department of Defense, federal civilian agencies and the intelligence community. We advise, design, integrate and deliver solutions that transform how our clients achieve their missions and solve their most difficult challenges. Whether the assignment is helping secure our borders, enhancing intelligence capabilities, assisting federal agencies to share critical data, or supporting complex personnel functions, Serco is ready to serve.

Provides guidance and counseling to disabled soldiers and families to ensure all eligible benefits are received and to assist with transition from military to civilian life. Conducts intake, assessments, makes recommendations and follows-up with eligible individuals. Requires a bachelor's degree and 3 5 years of relevant experience. Has knowledge of commonly-used concepts, practices, and procedures within a particular field. Relies on experience and judgment to plan and accomplish goals. A wide degree of creativity and latitude is expected. Works under general supervision. Typically reports to a supervisor or manager.

Provide basic financial assistance (information) to the surviving families 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, etc. Provide required training in money management, proper use of credit, financial planning, and financial planning for survivors, transition planning, investing, entitlements, relocation spending, insurance, and check writing principles. Assist with Financial Readiness training, and prepare accompanying resource materials. Assist with all mandatory training provided on a continuing basis for in-processing personnel. Provide regular updates to help surviving families pursue their financial goals, offering services to help clients safeguard assets as their wealth grows. Assisting in training of less experienced specialists/counselors and acting as a liaison with other outside agencies. Coordinates with Casualty Assistance Center (CAC) Benefit Coordinator/Specialist and Army Community Service (ACS) Support Coordinators in service delivery to survivors. Develops networks to enhance local program delivery with appropriate outside agencies. Assists clients in managing complex financial issues (Closures, evictions, garnishments, repossession, etc.) in coordination with applicable agencies to resolve issues. Ensures all case records, training, reports and procedures are in compliance with ACS accreditation standards.

Counselors must possess a baccalaureate degree from an accredited college which equips them to serve as a personal financial management counselor and must have a National Certification as an Accredited Financial Counselor (AFC) with a minimum of two years of experience as an AFC.