Personal Financial Counselor - Joint Base Andrews, MD

Magellan Federal; Maryland; On-site; USD 58,440 - 93,500; Full time

Benefits offered by this job

Health benefits

Comprehensive benefits package

Job summary

Magellan Federal is seeking a Personal Financial Counselor to support service members and their families at Joint Base Andrews, MD. The role includes one-on-one counseling, briefings, and referrals, with collaboration across installation contacts.

Requirements include a Bachelor’s degree (or equivalent), 3+ years of financial counseling, U.S. citizenship, fluent English, and AFC/CFP/ChFC certification. Base salary ranges with incentives.

Qualifications

• 3+ years of financial counseling experience.
• Must be a U.S. citizen and speak fluent English; bilingual in English/Spanish if required by contract.

Responsibilities

• 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 distributes informational financial materials for service members and families.
• Coordinates and provides Personal Financial Management classes/workshops across the military lifecycle.

Skills

Financial counseling

Education

Bachelor's degree or equivalent (associate + 4 years or high school + 6 years)

Job description

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. The counselor works closely with the installation and military branch points of contact to assure that the program is providing within scope and meets the needs of the installation.

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 across the military lifecycle.
• Responds to requests for age‑appropriate classes or seminars.
• Possesses the skills to effectively utilize virtual counseling or other electronic modes of communication.
• Manages duty to warn situations according to Department of Defense protocol.
• Communicates with leadership and participates in regular supervision, sharing information regarding trends and issues on the installations.
• Participates in regular in‑services/training, quality improvement committees or other contract activities as assigned or appropriate.
• All other duties as assigned.

Other Job Requirements

• Bachelor's degree required. May consider applicants with an associate degree plus 4 years' experience or a high school diploma plus 6 years' experience.
• 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).

General Job Information

• Title: Personal Financial Counselor – Joint Base Andrews, MD
• Grade: 24
• Work Experience – Required: Financial Counseling
• Education – Required: Bachelor's degree or equivalent (associate + 4 years experience or high school + 6 years experience).
• License and Certifications – Required: AFC, CFP, ChFC (or other approved).
• Salary Minimum: $58,440
• Salary Maximum: $93,500

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.

Magellan Health, Inc. is proud to be an Equal Opportunity Employer and a Tobacco‑free workplace. EOE/M/F/Vet/Disabled. Every employee must understand, comply with and attest to the security responsibilities and security controls unique to their position; and comply with all applicable legal, regulatory, and contractual requirements and internal policies and procedures.