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Personal Financial Counselor

2 months ago

Yuma, Arizona, United States National Guard Employment Network Full time
Job Summary

Magellan is seeking a highly skilled Personal Financial Counselor to join our team. As a key member of our organization, you will provide personal financial services at assigned military installations, working closely with installation and military branch Points of Contact to ensure the program meets the needs of the installation.

Key Responsibilities
  • Provide personal financial counseling and management services directly to service members and their families.
  • Assist service members in establishing a spending plan for extended absences.
  • Develop and make available informational financial materials to service members and families.
  • Coordinate, publicize, and provide a wide variety of Personal Financial Management classes/workshops.
  • Respond to requests for age-appropriate classes or seminars.
  • Manage duty to warn situations according to Department of Defense (DoD) protocol.
  • Communicate with leadership and participate 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.
  • Must be a U.S. citizen and speak fluent English.
  • Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
  • Must have over a thousand hours of financial counseling experience.
Benefits

Magellan offers a comprehensive benefits package, including health, life, and voluntary benefits, as well as perks that enhance your physical, mental, emotional, and financial wellbeing.