Military Financial Wellness Counselor

Magellan Federal; Richmond (VA); On-site; USD 59,000 - 94,000; Full time

Benefits offered by this job

Comprehensive benefits package

Job summary

Magellan Federal in Richmond, VA, seeks a Personal Financial Counselor to provide counseling to Army National Guard members and their families at assigned installations. The role covers one-on-one counseling, education, and coordinating DoD-compliant financial programs.

Qualifications include a Bachelor's degree, 3+ years of financial counseling, U.S. citizenship with fluent English, and potential Spanish bilingual ability.

Qualifications

• Bachelor's degree required.
• May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor's degree.
• May consider applicants with a 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

• Provides personal financial counseling and management services directly to service members and their families.
• Assists service members in establishing a spending plan for extended absences.
• Develops and makes available informational financial materials to service members and families.
• Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
• Responds to requests for age-appropriate classes or seminars.
• Possess the skills to effectively utilize virtual counseling or other electronic modes of communication, such as web based, secure online chat, or video-based communications and secure video teleconference sponsored by the customer. Virtual PFC support may only be authorized by OSD FINRED Program office.
• Manages duty to warn situations according to Department of Defense (DoD) protocol.
• Communicates with leadership and participates in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned.
• Participates in regular in-services/training, quality improvement committees or other contract activities as assigned/appropriate.
• All other duties as assigned.

Skills

Financial counseling

Education

Bachelor's degree

Job description

Magellan Federal in Richmond, VA, seeks a Personal Financial Counselor to provide counseling to Army National Guard members and their families at assigned installations. The role covers one-on-one counseling, education, and coordinating DoD-compliant financial programs.

Qualifications include a Bachelor's degree, 3+ years of financial counseling, U.S. citizenship with fluent English, and potential Spanish bilingual ability.