Military Personal Finance Counselor

Magellan Federal; Boise (ID); On-site; USD 58,000 - 94,000; Full time

Job summary

Magellan Federal is seeking a Personal Financial Counselor to deliver comprehensive financial counseling to service members and their families at assigned military installations in Boise, ID. The role includes one-on-one counseling, briefings, and community workshops, with virtual options where appropriate.

The ideal candidate has 3+ years of financial counseling experience, a Bachelor's degree or equivalent combination, U.S.

Qualifications

• Bachelor's degree required.
• 3+ years of financial counseling experience.
• U.S. citizen and fluent English required.
• Contract may require bilingual English/Spanish.
• Must obtain a favorable DoD Tier 2 investigation.
• Must pass OCI disclosures.
• Certifications AFC/CFP/ChFC are required or preferred.

Responsibilities

• Provide personal financial counseling to service members and their families.
• Assist with spending plans for extended absences.
• Develop and provide financial educational materials.
• Coordinate and deliver Personal Financial Management classes/workshops.
• Utilize virtual counseling and secure video/online methods as appropriate.

Skills

Financial counseling

English fluency

Communication

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 deliver comprehensive financial counseling to service members and their families at assigned military installations in Boise, ID. The role includes one-on-one counseling, briefings, and community workshops, with virtual options where appropriate.

The ideal candidate has 3+ years of financial counseling experience, a Bachelor's degree or equivalent combination, U.S.