Servicemember Financial Wellness Counselor (Virtual & In-Person)

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

Job summary

Magellan Federal seeks a Personal Financial Counselor to provide comprehensive financial counseling to service members and their families at assigned military installations. You will educate, counsel, and refer resources, coordinating with DoD programs to ensure services stay within scope and meet installation needs.

The position requires a bachelor’s degree (or equivalent combination of education and experience), 3+ years of financial counseling, and US citizenship with fluent English;

Qualifications

• Must hold AFC, CFP, or ChFC certification.
• U.S. citizenship and fluent English; bilingual in English and Spanish if required.
• 3+ years of financial counseling experience.
• Bachelor's degree required; associate degree +4 years may be considered; high school diploma +6 years may be considered.
• Able to obtain Tier 2 investigation and pass OCI disclosures.

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 provide 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.
• Manages duty to warn situations according to DoD protocol.
• Communicate with leadership and participate in supervision and contract activities.
• All other duties as assigned.

Skills

Financial counseling

Education

Bachelor's degree

Associate degree

High school diploma

Job description

Magellan Federal seeks a Personal Financial Counselor to provide comprehensive financial counseling to service members and their families at assigned military installations. You will educate, counsel, and refer resources, coordinating with DoD programs to ensure services stay within scope and meet installation needs.

The position requires a bachelor’s degree (or equivalent combination of education and experience), 3+ years of financial counseling, and US citizenship with fluent English;