Assignment-Ready Military Personal Finance Counselor

Magellan Federal

Clearwater (FL)

On-site

USD 58,440 - 93,500

Full time

14 days+
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Benefits offered by this job

Short-term incentives
Comprehensive benefits

Job summary

Magellan Federal is seeking a Personal Financial Counselor, Assignment Ready Counselor, to deliver financial counseling services to service members and their families at military installations in Clearwater, Florida. The role includes one-on-one counseling, briefings, and workshops, with potential virtual support depending on contract requirements.

Candidates should have 3+ years in financial counseling, a Bachelor's degree (or equivalent experience), U.S.

Qualifications

  • Bachelor's degree required.
  • May consider assoc degree +4 years in lieu of Bachelor's.
  • May consider high school diploma +6 years in lieu of Bachelor's.
  • 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.
  • Must be able to obtain a favorable Tier 2 investigation.
  • Must be able to pass OCI disclosures.

Responsibilities

  • Provide personal financial counseling and management services to service members and their families.
  • Assist service members in establishing a spending plan for extended absences.
  • Develop and provide informational financial materials to service members and families.
  • Coordinate and provide Personal Financial Management classes/workshops.
  • Respond to requests for age-appropriate classes or seminars.
  • Utilize virtual counseling or other electronic communication modes as required by contract.

Skills

Financial counseling
US citizenship
Fluent English
Bilingual English/Spanish

Education

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

Job description

Magellan Federal is seeking a Personal Financial Counselor, Assignment Ready Counselor, to deliver financial counseling services to service members and their families at military installations in Clearwater, Florida. The role includes one-on-one counseling, briefings, and workshops, with potential virtual support depending on contract requirements.

Candidates should have 3+ years in financial counseling, a Bachelor's degree (or equivalent experience), U.S.

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