Planning Director jobs in Tucson, AZ

 

The SFL-TAP Financial Planning Counselor is the SFL-TAP Center’s principal provider of financial planning to transitioning Service Members and their Family Members. The specific duties of the SFL-TAP Financial Planning Counselor include but are not limited to:

 

Education and Experience:

Baccalaureate degree from an accredited college/university or a combination of education and experiences amounting to 1,000 hours of experience in financial counseling which qualify the applicant for employment as a personal financial counselor.

Applicants are PREFERRED to possess and maintain a nationally recognized and accredited Financial Counselor certification in accordance with DoDI 1342.22, or provide evidence of passing the examination requirements for accredited financial counselor certification within 6 months of employment. Other required experience includes: ability to manage client caseload, conducting group financial planning workshops and one-on-one financial counseling either face-to-face or virtually, generating training materials, maintains intensive problem solving skills, conducting individual budget preparation work, as well as the ability to schedule, coordinate, and set-up classroom including audio-visual requirements. Reports to CIM.

**Applicants must be U.S. Citizens and successfully undergo a background investigation (National Agency Check Investigation.