Military Financial Wellness Counselor

Magellan Federal; South Burlington (VT); On-site; USD 58,000 - 94,000; Full time

Job summary

Magellan Federal seeks a Personal Financial Counselor to provide coverage in Vermont for military members and families. Responsibilities include one-on-one counseling, classes/workshops, and coordination with DoD contacts to ensure services stay within scope.

Requirements include a Bachelor's degree, U.S. citizenship, fluent English, and the ability to obtain a Tier 2 clearance; certifications AFC/CFP/ChFC are welcomed. Salary range reflects competitive government-related pay and benefits.

Qualifications

• Bachelor's degree required; may consider associate degree with 4 years' experience in lieu
• U.S. citizenship and fluent English required; bilingual English/Spanish may be required
• Must be able to obtain Tier 2 suitability and pass OCI disclosures; certifications AFC/CFP/ChFC are preferred

Responsibilities

• Provides personal financial counseling and management services to service members and their families
• Assists service members in establishing spending plans for extended absences
• Coordinates and provides financial education classes/workshops across military lifecycle
• Utilizes virtual counseling modes as required by contract
• Communicates with leadership and participates in supervision and contract activities
• All other duties as assigned

Skills

Financial counseling

English fluency

Bilingual: English/Spanish

Education

Bachelor's degree

Associate degree + 4 years experience

High school diploma + 6 years experience

Job description

Magellan Federal seeks a Personal Financial Counselor to provide coverage in Vermont for military members and families. Responsibilities include one-on-one counseling, classes/workshops, and coordination with DoD contacts to ensure services stay within scope.

Requirements include a Bachelor's degree, U.S. citizenship, fluent English, and the ability to obtain a Tier 2 clearance; certifications AFC/CFP/ChFC are welcomed. Salary range reflects competitive government-related pay and benefits.