Hybrid Personal Financial Counselor

Posted last month

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About the role

  • Personal Financial Counselor providing financial counseling and management services to military service members and families. Covering short-term needs and offering educational resources at military installations.

Responsibilities

  • Provide coverage in short-term, surge and on demand situations resulting from the Military needs.
  • Provide full breadth of personal financial counseling services to military service members and their families at military installations.
  • Assists service members in establishing a spending plan for extended absences.
  • Develop and make available informational financial materials to service members and families.
  • Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops.
  • Responds to requests for age-appropriate classes or seminars.
  • Possess the skills to effectively utilize virtual counseling or other electronic modes of communication.
  • Manages duty to warn situations according to Department of Defense (DoD) protocol.
  • Communicates with leadership and participates in regular individual and group supervision.

Requirements

  • Bachelor's degree required.
  • May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor's degree.
  • May consider applicants with a high school diploma plus 6 years' experience in lieu of a bachelor's degree.
  • 3+ years of financial counseling experience.
  • Must be a U.S. citizen and speak fluent English.
  • If required by the contract, must be bilingual in English and Spanish.
  • Be able to obtain a favorably adjudicated Tier 2 investigation.
  • Must be able to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
  • Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

Benefits

  • Magellan offers a broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing.

Job title

Personal Financial Counselor

Job type

Experience level

Mid levelSenior

Salary

$53,125 - $84,995 per year

Degree requirement

Bachelor's Degree

Location requirements

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