Assignment-Ready Financial Counselor for Military

Magellan Federal

Fargo (ND)

On-site

USD 58,000 - 94,000

Full time

3 days ago
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Job summary

Magellan Federal seeks a Personal Financial Counselor, Assignment Ready Counselor, PFC, North Dakota, to provide financial counseling to service members and families at military installations, including one-on-one counseling, group briefings, and virtual sessions in surge and on-demand settings. Candidates must have a Bachelor's degree (or equivalent combination), 3+ years of financial counseling, U.S.

citizenship, fluent English, and relevant AFC/CFP/ChFC certifications; willingness to obtain

Qualifications

  • 3+ years of financial counseling experience.
  • Must be a U.S. citizen and speak fluent English.
  • If required by the contract, 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: AFC, CFP, or ChFC.

Responsibilities

  • Provides personal financial counseling and management services directly to service members and their families.
  • Assists service members in establishing a spending plan for extended absences.
  • Develops and makes available informational financial materials to service members and families.
  • Coordinates, publicizes and provides personal financial management classes/workshops.
  • Responds to requests for age-appropriate classes or seminars.
  • Manages virtual counseling or other electronic modes of communication as authorized.
  • Communicates with leadership and participates in supervision.
  • Participates in training and quality improvement activities.
  • All other duties as assigned.

Skills

Financial counseling
Bilingual English/Spanish

Education

Bachelor's degree
Associate degree + 4 years experience
High school diploma + 6 years experience

Job description

Magellan Federal seeks a Personal Financial Counselor, Assignment Ready Counselor, PFC, North Dakota, to provide financial counseling to service members and families at military installations, including one-on-one counseling, group briefings, and virtual sessions in surge and on-demand settings. Candidates must have a Bachelor's degree (or equivalent combination), 3+ years of financial counseling, U.S.

citizenship, fluent English, and relevant AFC/CFP/ChFC certifications; willingness to obtain

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