Financial Wellness Coach for Service Members

Magellan Federal; Dayton (OH); On-site; USD 58,440 - 93,500; Full time

Job summary

Magellan Federal seeks a Personal Financial Counselor at Wright-Patterson to deliver comprehensive financial counseling to service members and families on military installations.

The role includes education, one-on-one counseling, and conducting DoD‑compliant workshops, with potential virtual counseling options and collaboration with leadership. Requires 3+ years of experience and AFC/CFP/ChFC certification, plus a relevant bachelor’s degree.

Qualifications

• Bachelor's degree is required.
• Minimum 3+ years of financial counseling experience.
• U.S. citizen and fluent in English; bilingual English/Spanish if required by contract.
• One of AFC, CFP, or ChFC certifications is required.
• Driver license required.

Responsibilities

• Provide personal financial counseling and management services to service members and families.
• Help clients establish spending plans for extended absences.
• Develop and distribute informational financial materials and conduct workshops.
• Coordinate and promote Personal Financial Management classes across the installation.
• Utilize virtual counseling via web-based or video platforms.

Skills

Financial counseling

Public speaking

Education & training delivery

Bilingual English/Spanish

Education

Bachelor's degree

Tools

Video conferencing platforms

Job description

Magellan Federal seeks a Personal Financial Counselor at Wright-Patterson to deliver comprehensive financial counseling to service members and families on military installations.

The role includes education, one-on-one counseling, and conducting DoD‑compliant workshops, with potential virtual counseling options and collaboration with leadership. Requires 3+ years of experience and AFC/CFP/ChFC certification, plus a relevant bachelor’s degree.