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MA
Magellan Federal, Inc.
2mo ago

Personal Financial Counselor(m/w/x)

Ansbach
from 84,995 / year
Full-timeOn-siteExperienced

Description

In this role, you will provide essential financial counseling to military service members and their families, helping them navigate financial challenges and develop effective spending plans. Daily responsibilities include conducting workshops, utilizing virtual communication tools, and collaborating with leadership to ensure the program meets the needs of the community.

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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 Organizational Conflicts of Interest (OCI) process
  • One of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (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 services to military service members and their families
  • Assist service members in creating spending plans for extended absences
  • Develop and distribute informational financial materials for service members and families
  • Coordinate and conduct Personal Financial Management classes and workshops on various topics
  • Respond to requests for age-appropriate financial classes or seminars
  • Utilize virtual counseling and electronic communication methods effectively
  • Manage duty to warn situations following Department of Defense protocols
  • Communicate with leadership and participate in supervision to discuss trends and issues
  • Engage in regular training and quality improvement activities as assigned
  • Perform additional duties as assigned by leadership

Languages

EnglishBusiness Fluent

SpanishBasic

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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