Accredited Financial Planner for Magellan Health

TrueBlue Inc.; United States; On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Full-time salary with benefits

Paid time off & federal holidays

Relocation assistance possible

Job summary

A military support organization is seeking a Personal Financial Counselor to provide onsite financial guidance to service members on a Military Base in the United States. This role involves offering confidential assistance with budgeting, debt management, investments, and understanding military pay and benefits. Candidates must possess a certification such as AFC, CFP®, or ChFC and ideally have knowledge of military culture. This full-time position offers a salary and benefits package.

Qualifications

• Required certification: AFC, CFP®, or ChFC.
• Ability to pass background check/security clearance.
• Preferred strong knowledge of military culture.

Responsibilities

• Provide one-on-one financial counseling for budgeting and debt management.
• Offer guidance on investments and retirement planning.
• Support service members regarding military pay and benefits.

Skills

Budgeting & debt management

Investments & retirement planning

Strong knowledge of military culture

Education

AFC or CFP® or ChFC certification

Job description

Overview

Personal Financial Counselor – Onsite on a Military base in United States

Empower Our Military Community – Financial Counselor United States Military Base

Join our mission-driven team supporting service members and their families through financial wellness—no sales, just impact. Work on-site providing confidential, one-on-one guidance on:

• Budgeting & debt management
• Investments & retirement planning
• Military pay & benefits

Qualifications

What You Need:

• Required Certification: AFC, or CFP®, or ChFC (must have at least one of these certifications)
• Strong knowledge of military culture preferred
• Ability to pass background check/security clearance
• Onsite M-F on Military Base

Why Magellan Federal

• Full-time Salary with benefits
• Paid time off & federal holidays
• Meaningful, service-oriented work
• Possible relocation assistance

Apply Now

Send your resume to

Cherece Prowell: [e-mail] or Rose Norris: [e-mail]

Questions? Contact Cherece Prowell at [phone] or Rose Norris at [phone]