Military Personal Finance Counselor

Magellan Federal

Dayton (OH)

On-site

USD 58,000 - 94,000

Full time

9 days ago

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Job summary

Magellan Federal is seeking a Personal Financial Counselor to provide comprehensive financial counseling at Wright Patterson AFB, OH. The role involves teaching and counseling service members and their families, delivering one-on-one services, and coordinating a range of financial education programs across the military lifecycle.

Requirements include a Bachelor’s degree or an equivalent combination of education and experience, 3+ years of financial counseling, U.S.

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.

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.
Responds to requests for age-appropriate classes or seminars.
Manages duty to warn situations according to DoD protocol.
Communicates with leadership and participates in regular supervision and training.
All other duties as assigned.