Personal Financial Counselor - Fort Meade, MD

VetJobs

Fort Meade (MD)

Presencial

USD 58.000 - 94.000

Jornada completa

Hace 9 días

Una candidatura completa en un minuto

Currículum y carta de presentación personalizados, listos para enviar.

Supera los filtros ATS

Ventajas ofrecidas por este puesto de trabajo

Comprehensive benefits

Short-term incentives

Health and life insurance

Descripción de la vacante

Magellan Federal - AFSC in Fort Meade, MD is seeking a Personal Financial Counselor to support service members and their families with budgeting, debt management, and planning for deployments.

The role requires U.S. citizenship, fluency in English, and the ability to deliver workshops both in person and virtually. Qualifications include a Bachelor's degree and AFC/CFP/ChFC certifications; Spanish bilingualism is a plus.

Formación

Must be a U.S. citizen and fluent in English.
Bachelor's degree required (or high school diploma with 4 years' experience in lieu).
Bilingual in English and Spanish preferred.
One of AFC, CFP, or ChFC certifications.
Must be able to obtain Tier 2 investigation and pass OCI disclosures.

Responsabilidades

Provide personal financial counseling and management services to service members and their families.
Help establish spending plans for extended absences.
Create and share informational financial materials for service members and families.
Coordinate and lead Personal Financial Management classes/workshops across DoD lifecycles.
Respond to requests for age-appropriate classes or seminars.
Utilize virtual counseling methods (web chat, video) as sponsored by the customer.

Conocimientos

Financial counseling

English fluency

Bilingual English/Spanish

Educación

Bachelor's degree

High School / GED + 4 years experience

Descripción del empleo

Job Description

ATTENTION MILITARY AFFILIATED JOB SEEKERS - Our organization works with partner companies to source qualified talent for their open roles. The following position is available to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers. If you have the required skill set, education requirements, and experience, unless specifically stated otherwise, this role is "On-Site" at the location detailed in the job post.

Additional Qualifications/Responsibilities

Other Job Requirements

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, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre‑ and post‑deployment, and personal and career events outlined in DoDI 1322.34.
Responds to requests for age‑appropriate classes or seminars.
Possess the skills to effectively utilize virtual counseling or other electronic modes of communication, such as web based, secure online chat, or video‑based communications and secure video teleconference sponsored by the customer. Virtual PFC support may only be authorized by OSD FINRED Program office.
Manages duty to warn situations according to Department of Defense (DoD) protocol.
Communicates with leadership and participates in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned.
Participates in regular in‑services/training, quality improvement committees or other contract activities as assigned/appropriate.
All other duties as assigned.
The job duties listed above are representative and not intended to be all‑inclusive of what may be expected of an employee assigned to this job. A leader may assign additional or other duties which would align with the intent of this job, without revision to the job description.

Minimum Education Required

High School/GED

Responsibilities

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, must be bilingual in English and Spanish.
Be able to obtain a favorably adjudicated Tier 2 investigation.
Must be able to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

Work Experience - Required

Financial Counseling

Work Experience - Preferred

Education - Required
A Combination of Education and Work Experience May Be Considered., Bachelor's

Education - Preferred

License and Certifications - Required
AFC - Accredited Financial Counselor - EnterpriseEnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterpriseEnterprise, ChFC - Chartered Financial Consultant - EnterpriseEnterpriseEnterprise, DL - Driver License, Valid In State - OtherOtherOther

License And Certifications - Preferred

Salary Range

Salary Minimum

$58,440

Salary Maximum

$93,500

This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Actual pay will be adjusted based on an individual's skills, experience, education, and other job‑related factors permitted by law.

This position may be eligible for short‑term incentives as well as a comprehensive benefits package. Magellan offers a broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing.

General Job Information