Personal Financial Counselor
5 days ago
We are seeking a highly skilled Personal Financial Counselor to provide financial services to military service members and their families at military installations. As a key member of our team, you will work closely with installation and military branch Points of Contact to ensure that our 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, including topics across the military lifecycle.
- Respond to requests for age-appropriate classes or seminars.
- Possess the skills to effectively utilize virtual counseling or other electronic modes of communication.
- Manage duty to warn situations according to Department of Defense (DoD) protocol.
- Communicate with leadership and participate in regular individual and group supervision.
- Participate in regular in-services/training, quality improvement committees, or other contract activities as assigned.
- 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.
- May be required to work outside of traditional office hours to support business needs.
- Be able to obtain a favorably adjudicated Tier 2 investigation.
- 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.
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.
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