Military Personal Financial Counselor: Virtual Counseling

Magellan Federal; Montgomery (AL); On-site; USD 58,000 - 94,000; Full time

Benefits offered by this job

Benefits package

Job summary

Magellan Federal in Maxwell AFB, AL seeks a Personal Financial Counselor to deliver comprehensive counseling to service members and their families on budgeting, debt, savings, and financial readiness, at assigned military installations.

The role requires a Bachelor's or equivalent, 3+ years' counseling experience, U.S. citizenship, fluency in English, and relevant AFC/CFP/ChFC certifications; some positions may involve bilingual requirements and on-site work. Salary and benefits are competitive.

Qualifications

• Bachelor's degree required or combination with work experience.
• 3+ years of financial counseling experience.
• U.S. citizen and fluent English; bilingual in English/Spanish if required by contract.
• Must obtain Tier 2 background investigation and OCI disclosures.
• Certifications AFC, CFP or ChFC.

Responsibilities

• Provide personal financial counseling to service members and families.
• Establish spending plans for extended absences.
• Develop and distribute informational financial materials.
• Coordinate and run personal financial management classes/workshops.
• Deliver virtual counseling when required and appropriate.

Skills

Financial counseling

Budgeting

Public speaking

Client education

Education

Bachelor's degree

Associate degree + 4 years experience

High school diploma + 6 years experience

Job description

Magellan Federal in Maxwell AFB, AL seeks a Personal Financial Counselor to deliver comprehensive counseling to service members and their families on budgeting, debt, savings, and financial readiness, at assigned military installations.

The role requires a Bachelor's or equivalent, 3+ years' counseling experience, U.S. citizenship, fluency in English, and relevant AFC/CFP/ChFC certifications; some positions may involve bilingual requirements and on-site work. Salary and benefits are competitive.