On-Demand Personal Financial Counselor (Military)

Magellan Federal; Nicholasville (KY); On-site; USD 58,000 - 94,000; Full time

Job summary

Magellan Federal is seeking a Personal Financial Counselor to provide comprehensive financial counseling to service members and families in military installations. The role includes one-on-one advising, briefings, and class delivery, with a focus on budgeting, deployment-related planning, and referrals as needed.

The counselor will collaborate with installation points of contact and support DoD program guidelines, potentially using virtual counseling tools and maintaining DoD compliance.

Qualifications

• Bachelor's degree required.
• 3+ years of financial counseling experience.
• U.S. citizen; fluent English; bilingual English/Spanish if contract requires.

Responsibilities

• Provide personal financial counseling to service members and families at military installations.
• Develop spending plans for extended absences and educate on financial services.
• Coordinate and deliver PFM classes/workshops; provide referrals as needed.

Skills

Financial counseling

Bilingual English/Spanish

Education

Bachelor's degree

4 years experience in lieu of degree

Job description

Magellan Federal is seeking a Personal Financial Counselor to provide comprehensive financial counseling to service members and families in military installations. The role includes one-on-one advising, briefings, and class delivery, with a focus on budgeting, deployment-related planning, and referrals as needed.

The counselor will collaborate with installation points of contact and support DoD program guidelines, potentially using virtual counseling tools and maintaining DoD compliance.