Military Financial Wellness Counselor

Magellan Federal; San Diego (CA); On-site; USD 58,000 - 94,000; Full time

Job summary

Magellan Federal is seeking a Personal Financial Counselor to provide comprehensive financial counseling to service members and their families at US military installations, primarily in San Diego, CA.

Responsibilities include one-on-one counseling, conducting briefings, developing spending plans, delivering workshops, and coordinating with DoD leaders to align with program scope; bilingual candidates may be considered. A bachelor's degree and AFC/CFP/ChFC are required, with 3+ years' experience.

Qualifications

• Bachelor's degree required.
• 3+ years of financial counseling experience.
• U.S. citizen and fluent English.
• May be bilingual in English and Spanish.
• AF C/ CFP/ ChFC certification required.

Responsibilities

• Provide personal financial counseling and management services to service members and their families.
• Assist service members in establishing a spending plan for extended absences.
• Develop and provide informational financial materials and workshops.
• Coordinate and publicize Personal Financial Management classes/workshops.
• Use virtual counseling or secure online communications as needed.

Skills

Financial counseling

Bilingual (Spanish)

Education

Bachelor's degree

Associate degree + 4 years experience

Job description

Magellan Federal is seeking a Personal Financial Counselor to provide comprehensive financial counseling to service members and their families at US military installations, primarily in San Diego, CA.

Responsibilities include one-on-one counseling, conducting briefings, developing spending plans, delivering workshops, and coordinating with DoD leaders to align with program scope; bilingual candidates may be considered. A bachelor's degree and AFC/CFP/ChFC are required, with 3+ years' experience.