Status: Full-time position
Location: Albuquerque, NM
Job Summary: Serco Inc. is a leading provider of professional, technology and management services focused on the federal government. We advise, design, integrate and deliver solutions that transform how clients achieve their missions. Our customer-first approach, robust portfolio of services and global experience enable us to respond with solutions that achieve outcomes with value. Headquartered in Reston, VA, Serco Inc. has approximately 9,000 employees with an annual revenue of $1.5 billion and is part of a $6.6 billion global business that helps transform government and public services around the world. Serco recognizes that our employees are our most valuable asset. Our successes directly relate to our employees. At Serco, we listen, respect and support our employees and through continuous training, development and information-sharing, we advance talent internally, enhancing career growth and progression which enables not only our employees to excel but enables our customers to excel as well. Our employees personally can make a difference. It is not just a job at Serco; at Serco, we offer career opportunities. We invite you to become part of our dynamic team. Serco is an equal opportunity/affirmative action employer committed to diversifying its workforce.
Qualifications: Bachelor's degree or higher/equivalent required.
Must possess at least one of the nationally recognized Financial Certifications (e.g., Accredited Financial Counselor (AFC),
must be in good standing or be a FINRA Military Spouse Fellowship graduate and have passed both AFC certification tests.
Must maintain AFC or equivalent certification continuously as a condition of employment.
Must possess a clear understanding of the client environment, the client culture and the client needs.
For veterans, must have a solid understanding of
Issues adapting to the aspects of civilian life
Compensation needs of military members when moving into civilian employment
Assistance with service related benefits
Ability to #speak military#
Assistance with altering or adjusting transition plans into the actual transition
For the economically disadvantage, must have a solid understanding of:
Assisting people at or near the poverty level
Setting financial goals for individuals with little or no credit files
Assisting these individuals in establishing sufficient liquid assets
oAssisting individuals from #unbanked# households to set financial goals
At least 3 years experience working with/for/in the military/veterans or with/for the economically disadvantaged.
Must be familiar with standard concepts, practices, and procedures within the financial counseling/coaching fields.
Must possess exceptional verbal and written communication skills
Must be a self-starter who can work independently as needed, will work under general supervision and will report to a
regional or functional manager.
Must successfully complete a background check
Duties: Financial Coaches provide financial coaching services to Veterans and/or the Economically Disadvantaged. The financial
coach will establish a one-on-one relationship with clients providing them with encouragement and support aimed at
facilitating the attainment of their clients financial goals/plans. These plans may include financial goal setting, budgeting
and debt reduction. The financial coach will document and monitor the clients# progress over time and will hold clients
accountable to their financial goals while assisting them in proactively taking control of their own finances. The financial
coach will utilize teaching, training and/or developmental processes to assists clients in achieving specific short-term and
long-term financial goals.
May develop and present programs and activities to assist the client in meeting their financial goals. These programs will be
client driven with focused strategies that lead to behavior change, including those that involve goal setting, practice and
accountability, and confidence building. Training for clients will also include practice in the forms of role-playing, and job
shadowing. May provide referral and outreach to community based support organizations if necessary.
The financial coach will also be responsible for successfully coordinating and building relationships with host organizations
such as the Department of Veteran Affairs (VA) Vet Centers, the Department of Labor (DOL) American Job Centers or
non-profit hosting organizations (e.g., United Way). Will develop and organize a strategy to distribute marketing materials on
the financial coaching program and to engage local authorities and local community based support organizations.
The financial coach will be responsible for documenting and tracking clients# progress using a case management system.
To apply online, visit