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Military Financial Advisor

2 months ago

Minneapolis, Minnesota, United States VetJobs Full time

Job Overview

IMPORTANT NOTICE FOR MILITARY JOB SEEKERS - Our organization collaborates with partner companies to identify qualified candidates for their available positions. This role is open to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers. If you possess the necessary skills, educational background, and experience, please proceed with the application process. Unless otherwise specified, this position is based at the designated location.

This role involves delivering personal financial services at designated military facilities.

Key responsibilities encompass a comprehensive range of personal financial counseling services for military personnel and their families at military sites.

Services include educational and advisory support covering financial matters, which may involve one-on-one consultations, discussions with a commanding officer or other personnel, conducting briefings and presentations, or providing external referral resources outside of counseling sessions.

Collaborates closely with the installation and military branch Points of Contact (POC) to ensure that the program aligns with its objectives and addresses the needs of the installation.

Provides personal financial counseling and management services directly to service members and their families.

Assists service members in creating a financial plan for extended absences.

Develops and disseminates informative financial materials for service members and their families.

Organizes, promotes, and conducts a variety of Personal Financial Management classes/workshops, covering topics relevant to the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events as outlined in DoDI.

Responds to requests for age-appropriate classes or seminars.


Possesses the capability to effectively utilize virtual counseling or other electronic communication methods, such as web-based platforms, secure online chat, or video-based communications and secure video teleconferencing sponsored by the customer.

Virtual PFC support may only be authorized by the OSD FINRED Program office.

Manages duty to warn situations in accordance with Department of Defense (DoD) protocols.


Engages with leadership and participates in regular individual and group supervision, sharing insights regarding trends and issues at the installations to which the counselor is assigned.

Participates in ongoing training, quality improvement committees, or other contract-related activities as assigned or appropriate.

All other duties as assigned.

Additional Qualifications/Responsibilities

Other Job Requirements

Responsibilities

Bachelor's degree is required.

Consideration may be given to applicants with an associate degree plus 4 years of experience in lieu of a bachelor's degree.

Applicants with a high school diploma plus 6 years of experience may also be considered in lieu of a bachelor's degree.

3+ years of experience in financial counseling is required.

Must be a U.S. citizen and possess fluent English proficiency.

Ability to obtain a favorably adjudicated Tier 1 investigation is necessary.


Must hold one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

General Job Information

Title

Personal Financial Counselor
Grade

23
Work Experience - Required

Financial Counseling
Work Experience - Preferred

Education - Required

A Combination of Education and Work Experience May Be Considered., Bachelor's
Education - Preferred

License and Certifications - Required

AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant - Enterprise
License and Certifications - Preferred

Salary Range

Salary Minimum:
$53,125

Salary Maximum:
$84,995
This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Actual pay will be adjusted based on an individual's skills, experience, education, and other job-related factors permitted by law.

This position may be eligible for short-term incentives as well as a comprehensive benefits package.

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