Military Personal Finance Counselor

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

Job summary

Magellan Federal seeks a Personal Financial Counselor to provide comprehensive financial counseling services to service members and their families on assigned military installations, ensuring education, counseling, and referrals align with DoD requirements.

The role involves counseling, class/workshop coordination, and virtual counseling, with eligibility for DoD-based programs and a commitment to professional standards and security policies.

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 Personal Financial Management classes/workshops across the military lifecycle.
• Responds to requests for age-appropriate classes or seminars.
• Utilizes virtual counseling or other electronic communication modes (web-based, secure chat, video teleconference).
• Manages duty to warn situations according to DoD protocol.
• Communicates with leadership and participates in supervision and training.
• Participates in in-services/training and quality improvement activities.

Skills

Financial counseling

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 comprehensive financial counseling services to service members and their families on assigned military installations, ensuring education, counseling, and referrals align with DoD requirements.

The role involves counseling, class/workshop coordination, and virtual counseling, with eligibility for DoD-based programs and a commitment to professional standards and security policies.