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MA
Magellan Federal, Inc.
last mo.

Personal Financial Counselor(m/w/x)

Hohenfels
from USD 84,995 / year
Full-timeOn-siteExperienced

Description

In this role, you will deliver essential financial counseling to military service members and their families, helping them navigate their financial journeys through personalized plans, informative workshops, and virtual support options.

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Requirements

  • •Bachelor's degree
  • •Associate degree plus 4 years' experience in lieu of bachelor's degree
  • •High school diploma plus 6 years' experience in lieu of bachelor's degree
  • •3+ years of financial counseling experience
  • •U.S. citizenship and fluent English
  • •Bilingual in English and Spanish if required by the contract
  • •Ability to obtain a favorably adjudicated Tier 2 investigation
  • •Ability to pass the Congressionally Mandated Disclosures for OCI process
  • •One of the following certifications: AFC, CFP, or ChFC

Education

Bachelor's degree
OR
Vocational certification
OR
High school diploma
OR
Currently in higher education

Work Experience

3 years

Tasks

  • •Provide personal financial counseling to service members and families
  • •Assist service members in creating spending plans for extended absences
  • •Develop and distribute informational financial materials
  • •Coordinate and conduct Personal Financial Management classes and workshops
  • •Respond to requests for age-appropriate financial seminars
  • •Utilize virtual counseling and electronic communication methods
  • •Manage duty to warn situations per DoD protocol
  • •Communicate with leadership and participate in supervision meetings
  • •Engage in regular training and quality improvement activities
  • •Perform additional duties as assigned

Languages

English – Business Fluent

Spanish – Basic

Benefits

Other Benefits

  • •Comprehensive benefits package
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Magellan Federal, Inc. and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
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