Military Financial Wellness Counselor

Magellan Federal

Layton (UT)

On-site

USD 58,000 - 94,000

Full time

14 days+
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Job summary

Magellan Federal is seeking a Personal Financial Counselor to provide counseling and education to service members and their families at Hill AFB, UT. Responsibilities include one-on-one counseling, group briefings, and referrals, with DoD compliance and virtual counseling options as needed.

Requirements include a Bachelor’s degree, 3+ years in financial counseling, U.S. citizenship, English fluency, and certifications AFC/CFP/ChFC.

Qualifications

  • Bachelor's degree required.
  • 3+ years of financial counseling experience.
  • U.S. citizen and fluent in English.
  • Bilingual in English and Spanish if required by contract.

Responsibilities

  • Provide personal financial counseling to service members and families on military installations.
  • Assist in establishing spending plans for extended absences.
  • Develop and distribute financial informational materials for service members and families.
  • Coordinate and publicize Personal Financial Management classes/workshops.
  • Conduct age-appropriate classes or seminars as requested.
  • Utilize virtual counseling methods (secure video/online chat) when authorized.
  • Adhere to DoD protocols, including DoD OCI disclosures as required.
  • Communicate with leadership; participate in supervision and program reviews.
  • Participate in training, quality improvement activities, and other contract duties.
  • Perform additional 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 is seeking a Personal Financial Counselor to provide counseling and education to service members and their families at Hill AFB, UT. Responsibilities include one-on-one counseling, group briefings, and referrals, with DoD compliance and virtual counseling options as needed.

Requirements include a Bachelor’s degree, 3+ years in financial counseling, U.S. citizenship, English fluency, and certifications AFC/CFP/ChFC.

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