Personal Financial Counselor - National Guard (Virtual)

Magellan Federal; Buffalo (NY); On-site; USD 58,000 - 94,000; Full time

Benefits offered by this job

Comprehensive benefits

Job summary

Magellan Federal is seeking a Personal Financial Counselor for the Army National Guard in Buffalo, NY. The role provides hands-on financial counseling to service members and families, develops spending plans, and creates educational materials to support financial readiness.

Responsibilities include delivering DoD-aligned Personal Financial Management workshops, offering virtual counseling, and coordinating with leadership while maintaining DoD compliance.

Qualifications

• Bachelor's degree required.
• 3+ years of financial counseling experience.
• Must be a U.S. citizen and speak fluent English.
• May be bilingual in English and Spanish if required by contract.
• Must pass OCI and security clearances per DoD program.

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.
• Possesses 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.
• 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.

Skills

Financial counseling

Communication

Bilingual English/Spanish

Education

Bachelor's degree

Job description

Magellan Federal is seeking a Personal Financial Counselor for the Army National Guard in Buffalo, NY. The role provides hands-on financial counseling to service members and families, develops spending plans, and creates educational materials to support financial readiness.

Responsibilities include delivering DoD-aligned Personal Financial Management workshops, offering virtual counseling, and coordinating with leadership while maintaining DoD compliance.