Personal Financial Counselor - Sioux Falls, SD

VetJobs; Sioux Falls (SD); On-site; USD 58,000 - 94,000; Full time

Benefits offered by this job

Benefits package

Job summary

Magellan Federal - AFSC seeks a Personal Financial Counselor to provide comprehensive financial counseling and management services to military members and their families at Sioux Falls, SD. Responsibilities include creating spending plans for extended absences, developing educational materials, and leading finance workshops.

The role requires a Bachelor's degree, 3+ years of counseling experience, U.S. citizenship, and English fluency; bilingual (English/Spanish) may be needed, with DoD

Qualifications

• Bachelor's degree required.
• 3+ years of financial counseling experience.
• U.S. citizenship and fluent English required.
• Bilingual in English and Spanish may be required by contract.
• Must be able to obtain a favorably adjudicated Tier 2 investigation.

Responsibilities

• Provide personal financial counseling and management services to service members and families.
• Assist service members in establishing a spending plan for extended absences.
• Develop and make available informational financial materials to service members and families.
• Coordinate, publicize and provide Personal Financial Management classes/workshops.
• Respond to requests for age-appropriate classes or seminars.
• Utilize virtual counseling or other electronic modes of communication as required.
• Manage duty to warn situations per DoD protocol.
• Participate in regular supervision and training; perform other duties as assigned.

Skills

Financial counseling

English fluency

Bilingual (English/Spanish)

Education

Bachelor's degree

High School/GED

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. 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.

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.

Title

Personal Financial Counselor, Sioux Falls, SD

Grade

24

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).

Work Experience – Required

Financial Counseling

Work Experience – Preferred

Education – Required

Education – Preferred

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

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.

City*

Sioux Falls

State*

South Dakota

Job Category

Finance

Job Code

Accounting Accountant

Affiliate Sponsor

Magellan Federal - AFSC

Salary Range

$45,000‑$60,000