Military Personal Finance Counselor

Magellan Federal; Urbana (IL); On-site; USD 58,000 - 94,000; Full time

Job summary

Magellan Federal in Urbana is seeking a Personal Financial Counselor to deliver comprehensive financial counseling to service members and their families on assigned military installations. The role includes budgeting, retirement planning, and debt management within the DoD framework.

Responsibilities include conducting workshops, developing educational materials, coordinating with installation POCs, and utilizing virtual counseling tools when needed.

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.
• 3+ years of financial counseling experience.
• Must be a U.S. citizen and speak fluent English.
• If required by the contract, bilingual in English and Spanish may be needed.
• Certifications: AFC, CFP, or ChFC are preferred/required.

Responsibilities

• Provide personal financial counseling and management services to service members and their families.
• Assist in establishing spending plans for extended absences.
• Develop and distribute informational financial materials.

Skills

Financial Counseling

Fluent English

Education

Bachelor's degree

Associate degree + 4 years experience

High school diploma + 6 years experience

Job description

Magellan Federal in Urbana is seeking a Personal Financial Counselor to deliver comprehensive financial counseling to service members and their families on assigned military installations. The role includes budgeting, retirement planning, and debt management within the DoD framework.

Responsibilities include conducting workshops, developing educational materials, coordinating with installation POCs, and utilizing virtual counseling tools when needed.