Jobs · Finance · New Jersey

Personal Financial Counselor, Assignment Ready Counselor - New Jersey

Magellan Federal · Atlantic City, NJ · 1 mo ago
Finance$58k/yrFull-time

Primary Responsibilities

  • Provide financial counseling services to military service members and their families.
  • Conduct one-on-one counseling, consultations, briefings, and presentations.
  • Develop and distribute informational financial materials.
  • Coordinate and provide various personal financial management classes and workshops.
  • Respond to requests for age-appropriate classes or seminars.
  • Utilize virtual counseling or other electronic modes of communication as needed.
  • Manage duty to warn situations according to DoD protocol.
  • Communicate with leadership and participate in supervision and training.

Requirements

  • Bachelor's degree required, or an associate degree plus 4 years' experience, or a high school diploma plus 6 years' experience in lieu of a bachelor's degree.
  • 3+ years of financial counseling experience.
  • U.S. citizenship and fluency in English.
  • If required by the contract, must be bilingual in English and Spanish.
  • Ability to obtain a favorably adjudicated Tier 2 investigation.
  • 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).

Qualifications

  • Bachelor's degree preferred.
  • Driver's license, valid in state, preferred.

Skills

  • Effective communication skills.
  • Ability to work independently and as part of a team.
  • Knowledge of military lifecycle stages and financial services.
  • Proficiency in virtual counseling and electronic communication methods.

Benefits

Comprehensive benefits package including health, life, voluntary, and other perks.

Pay

Salary range: $58,440 - $93,500

Schedule

Short-term, surge, and on-demand coverage resulting from military needs.

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