Military Financial Wellness Counselor

Magellan Federal; Buffalo (NY); On-site; USD 58,000 - 94,000; Full time

Benefits offered by this job

Comprehensive benefits package

Short-term incentives

Job summary

Magellan Federal seeks a Personal Financial Counselor for the Army National Guard in Buffalo, NY, delivering comprehensive financial counseling to service members and their families on military installations. Responsibilities include budget planning for absences, creating educational materials, and coordinatingMoney Management classes across lifecycle stages.

The role requires a Bachelor's or equivalent experience, 3+ years in financial counseling, US citizenship, fluent English, and potential

Qualifications

• Bachelor's degree required.
• May consider associates degree plus 4 years' experience in lieu of bachelor's degree.
• May consider high school diploma plus 6 years' experience in lieu of a bachelor's degree.
• 3+ years of financial counseling experience.
• Must be a U.S. citizen and speak fluent English.
• If required by the contract, must be 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: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

Responsibilities

• Provide personal financial counseling to service members and families at military installations.
• Deliver education and counseling on financial services, including one-on-one counseling, briefings, or referrals.
• Coordinate with installation and POC to ensure program meets installation needs.
• Assist in establishing spending plans for extended absences.
• Develop and provide informational financial materials to service members and families.
• Coordinate Personal Financial Management classes/workshops across military lifecycle.
• Respond to requests for age-appropriate classes or seminars.
• Utilize virtual counseling or other electronic modes of communication where applicable.
• Adhere to DoD protocol for duty-to-warn situations.
• Engage with leadership and participate in supervision and training activities.
• Contribute to quality improvement and contract activities as assigned.
• All other duties as assigned.

Skills

Financial counseling

Fluent English

Bilingual English/Spanish

Communication skills

Compliance awareness

Education

Bachelor's degree

Associate + 4 years experience

High school diploma + 6 years experience

Driver License (DL)

AFC/CFP/ChFC certification

Job description

Magellan Federal seeks a Personal Financial Counselor for the Army National Guard in Buffalo, NY, delivering comprehensive financial counseling to service members and their families on military installations. Responsibilities include budget planning for absences, creating educational materials, and coordinatingMoney Management classes across lifecycle stages.

The role requires a Bachelor's or equivalent experience, 3+ years in financial counseling, US citizenship, fluent English, and potential