Personal Financial Counselor - Fort Wayne, IN

VetJobs; Fort Wayne (IN); Presencial; USD 58 000 - 94 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health benefits

Life insurance

Comprehensive benefits package

Resumo da oferta

Magellan Federal - AFSC in Fort Wayne, IN, seeks a dedicated Personal Financial Counselor to provide direct financial guidance to service members and families. The role emphasizes budgeting, educational outreach, and virtual counseling options as required by contracts.

Strong preference for candidates with AFC/ CFP/ ChFC credentials and US citizenship. The position requires a Bachelor’s degree (or equivalent combination) and 3+ years of counseling experience, with bilingual English/Spanish a

Qualificações

• Bachelor’s degree required.
• Must be a U.S. citizen and speak fluent English.
• If required by contract, bilingual English and Spanish.
• Be able to obtain a favorably adjudicated Tier 2 investigation.
• Must pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI).
• One of AFC, CFP, or ChFC certifications.

Responsabilidades

• Provides personal financial counseling and management services 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 and publicizes Personal Financial Management classes/workshops across the military lifecycle.

Conhecimentos

Financial counseling

English fluency

Bilingual (EN/ES)

Certification AFC/CFP/ChFC

Formação académica

Bachelor's degree

High School/GED

Associate degree + 4 years experience

High School diploma + 6 years experience

Descrição da oferta de emprego

Job Description

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. Unless specifically stated otherwise, this role is "On-Site" at the location detailed in the job post.

• 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

Additional Qualifications/Responsibilities

Other Job Requirements

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).

Title

Personal Financial Counselor; Fort Wayne, IN

Grade

24

Work Experience - Required

Financial Counseling

Work Experience - Preferred

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

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.

Salary Range

• $45,000-$60,000

City

Fort Wayne

State

Indiana

Job Category

Finance

Job Code

Accounting Accountant

Affiliate Sponsor

Magellan Federal - AFSC