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Personal Financial Counselor - Saint Paul, MN

VetJobs

Fort Snelling Unorganized Territory (MN)

On-site

USD 53,000 - 85,000

Full time

3 days ago

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Job summary

VetJobs is seeking a Personal Financial Counselor to provide comprehensive financial services at military installations. The ideal candidate will have significant experience in financial counseling, a bachelor's degree or equivalent work experience, and relevant certifications. This role directly supports military service members and their families, assisting them in financial management and education.

Benefits

Comprehensive benefits package

Short-term incentives

Qualifications

3+ years of financial counseling experience.
Fluent in English; bilingual in English and Spanish is preferred.
Must have a relevant certification (AFC, CFP, or ChFC).

Responsibilities

Provide personal financial services to military personnel and families.
Conduct briefings and present financial management classes.
Develop informational financial materials.

Skills

Financial Counseling

Communication

Education

Bachelor's degree

High School/GED

Personal Financial Counselor - Saint Paul, MN

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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. If you have the required skill set, education requirements, and experience, please click the submit button and follow the next steps. Unless specifically stated otherwise, this role is "On-Site" at the location detailed in the job post.

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.

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.

Auto req ID

448162BR

Minimum Education Required

High School/GED

Job_Category

Finance

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 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, PFC, Fort Snelling, MN

Grade

23

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 - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant - Enterprise, DL - Driver License, Valid In State - Other

License And Certifications - Preferred

Salary Range

Salary Minimum

$53,125

Salary Maximum

$84,995

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.

City*

Saint Paul

State*

Minnesota

Job Code

Social_ Worker

Affiliate Sponsor

Magellan Federal - AFSC

Salary Range

$45,000-$60,000

Seniority level

Seniority level
Mid-Senior level

Employment type

Employment type
Full-time

Job function

Job function
Finance and Sales

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