Virtual Military Personal Finance Counselor

Magellan Federal; Augusta (MI); Sur place; USD 58 000 - 94 000; Plein temps

Avantages offerts par ce poste

Comprehensive benefits

Incentives

Résumé du poste

Magellan Federal seeks a Personal Financial Counselor to provide counseling to service members and their families at military installations in Augusta, MI. The role includes one‑on‑one counseling, briefings, and developing educational materials, with virtual options where allowed. Requirements: Bachelor’s degree (or equivalent combination), 3+ years’ financial counseling, U.S.

citizenship and fluent English; bilingual in English/Spanish preferred. Certifications AFC, CFP, or ChFC required.

Qualifications

• Bachelor's degree required.
• 3+ years of financial counseling experience.
• U.S. citizen and fluent English.
• Bilingual in English and Spanish preferred.
• Certifications AFC/CFP/ChFC required.

Responsabilités

• Provide personal financial counseling to service members and families.
• Conduct one-on-one counseling and group briefings.
• Develop and distribute informational financial materials.
• Coordinate and publicize Personal Financial Management classes/workshops.
• Utilize virtual counseling and other electronic communication modes.

Connaissances

Financial counseling

Public speaking

Formation

Bachelor's degree

Associate degree + 4 years experience

High school diploma + 6 years experience

AFC

CFP

ChFC

Description du poste

Magellan Federal seeks a Personal Financial Counselor to provide counseling to service members and their families at military installations in Augusta, MI. The role includes one‑on‑one counseling, briefings, and developing educational materials, with virtual options where allowed. Requirements: Bachelor’s degree (or equivalent combination), 3+ years’ financial counseling, U.S.

citizenship and fluent English; bilingual in English/Spanish preferred. Certifications AFC, CFP, or ChFC required.