Personal Financial Counselor - Army National Guard - Buffalo, NY

This position is open to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers.

About the role

Provide personal financial services at assigned military installations, delivering the full breadth of personal financial counseling to military service members and their families. Work closely with installation and military branch Points of Contact (POC) to ensure the program meets installation needs.

Responsibilities

• Provide one-on-one financial counseling, consultations, briefings, presentations, and referrals to service members and their families.
• Assist service members in establishing spending plans for extended absences.
• Develop and distribute informational financial materials.
• Coordinate, publicize, and conduct Personal Financial Management classes/workshops on topics such as pre- and post-deployment, first duty station arrival, and career events per DoDI 1322.34.
• Respond to requests for age-appropriate financial classes or seminars.
• Utilize virtual counseling or electronic communication modes (e.g., web-based, secure online chat, video-based communications, or secure video teleconference) as authorized.
• Manage duty-to-warn situations according to Department of Defense (DoD) protocol.
• Communicate with leadership and participate in supervision, sharing trends and issues from assigned installations.
• Participate in in-services, training, quality improvement committees, or other contract activities as assigned.

Requirements

• Bachelor’s degree required. May substitute an associate degree plus 4 years of experience or a high school diploma plus 6 years of experience.
• 3+ years of financial counseling experience.
• Must be a U.S. citizen and fluent in English. Bilingual in English and Spanish may be required by contract.
• Ability to obtain a favorably adjudicated Tier 2 investigation.
• Must pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
• Must hold one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
• Valid driver’s license.

Pay

Salary range: $58,440 – $93,500. Actual pay will be adjusted based on skills, experience, education, and other job-related factors permitted by law. This position may be eligible for short-term incentives.

Benefits

Magellan offers a comprehensive benefits package, including health, life, voluntary benefits, and perks that enhance physical, mental, emotional, and financial wellbeing.