Virtual Military Personal Finance Counselor

Magellan Federal; Augusta (MI); On-site; USD 58,000 - 94,000; Full time

Benefits offered by this job

Comprehensive benefits

Incentives

Job summary

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.

Responsibilities

• 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.

Skills

Financial counseling

Public speaking

Education

Bachelor's degree

Associate degree + 4 years experience

High school diploma + 6 years experience

AFC

CFP

ChFC

Job description

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.