Personal Financial Counselor - Jacksonville, FL

VetJobs; Jacksonville (FL); On-site; USD 58,000 - 94,000; Full time

Job summary

Magellan Federal in Jacksonville, FL seeks a Personal Financial Counselor to provide one-to-one counseling to service members and their families at military installations, on-site.

Requires 3+ years of financial counseling, U.S. citizenship, fluent English, bilingual in English/Spanish, and AFC/CFP/ChFC certifications; ability to obtain Tier 2 clearance and OCI compliance is required. Excellent benefits and competitive salary offered.

Qualifications

• 3+ years of financial counseling experience.
• U.S. citizenship and fluency in English; bilingual in English and Spanish.
• Must obtain Tier 2 investigation and pass OCI disclosures.
• Certifications AFC, CFP, or ChFC required or preferred.

Responsibilities

• Provide personal financial counseling to service members and families.
• Assist in establishing spending plans for extended deployments.
• Develop and share financial education materials and classes.
• Coordinate and promote PFM classes/workshops across installations.
• Utilize virtual counseling when required and maintain DoD protocols.
• Communicate with leadership and participate in supervision and training.

Skills

Financial Counseling

Bilingual English/Spanish

U.S. citizenship & English fluency

Tier 2 clearance readiness

Education

High School / GED

Bachelor's degree (preferred)

Tools

Video conferencing

Job description

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.

This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not limited to, one‑on‑one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Works closely with the installation and military branch Points of Contact (POC) to assure that the program is providing within scope and meets the needs of the installation.

Unless specifically stated otherwise, this role is “On‑Site” at the location detailed in the job post.

Key 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.

Minimum Education Required

High School/GED

Other Job Requirements

• 3+ years of financial counseling experience.
• Must be a U.S. citizen and speak fluent English.
• Must be bilingual in English and Spanish.
• Must 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

Salary Details

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 permitting by law.

Salary Range

• Salary Minimum: $58,440
• Salary Maximum: $93,500
• $45,000-$60,000

Benefits

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.

Location & Other Details

• Title: Personal Financial Counselor; Jacksonville, FL
• Grade: 24
• City: Jacksonville
• State: Florida
• Job Category: Finance
• Job Code: Accounting Accountant
• Affiliate Sponsor: Magellan Federal - AFSC