Military Financial Wellness Counselor

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

Job summary

Magellan Federal is seeking a Personal Financial Counselor in Madison, WI, who will provide financial counseling to military service members and their families. This role involves developing and delivering financial management workshops and individual counseling services.

The ideal candidate should hold a Bachelor's degree and possess at least 3 years of financial counseling experience. Candidates must also obtain relevant certifications such as AFC, CFP, or ChFC. A salary range between $58,440 and $93,500 is offered, with a focus on meeting the needs of military installations.

Qualifications

• Bachelor's degree required or equivalent experience.
• 3+ years of financial counseling experience.
• Must be a U.S. citizen and speak fluent English.
• Must have a relevant financial certification (AFC, CFP, ChFC).

Responsibilities

• Provides personal financial counseling to service members and families.
• Develops and conducts financial management classes.
• Manages duty to warn situations per DoD protocol.

Skills

Financial counseling experience

Bilingual in English and Spanish

Effective communication

Education

Bachelor's degree

Associate degree plus 4 years of experience

High school diploma plus 6 years of experience

Tools

Virtual counseling tools

Financial management software

Job description

Magellan Federal is seeking a Personal Financial Counselor in Madison, WI, who will provide financial counseling to military service members and their families. This role involves developing and delivering financial management workshops and individual counseling services.

The ideal candidate should hold a Bachelor's degree and possess at least 3 years of financial counseling experience. Candidates must also obtain relevant certifications such as AFC, CFP, or ChFC. A salary range between $58,440 and $93,500 is offered, with a focus on meeting the needs of military installations.