Personal Financial Counselor, Assignment Ready Counselor, PFC, Arkansas
Magellan Federal · Bentonville, AR · 2 mo ago
Finance$58k/yrFull-time
Primary Responsibilities
- Provide personal financial counseling and management services directly to service members and their families.
- Absorb and address financial services needs, including one-on-one counseling, consultations, briefings, and referrals.
- Work closely with installation and military branch Points of Contact to ensure the program is within scope and meets installation needs.
- Assist service members in establishing a spending plan for extended absences.
- Develop and make available informational financial materials to service members and families.
- Coordinate, publicize, and provide a wide variety of Personal Financial Management classes/workshops.
- Respond to requests for age-appropriate classes or seminars.
- Utilize virtual counseling or other electronic modes of communication, such as web-based, secure online chat, or video-based communications.
- Manage duty to warn situations according to Department of Defense (DoD) protocol.
- Communicate with leadership and participate in regular individual and group supervision.
- Participate in regular in-services/training, quality improvement committees, or other contract activities as assigned/appropriate.
Requirements
- Bachelor's degree required. Associate degree plus 4 years' experience or high school diploma plus 6 years' experience may be considered in lieu of a bachelor's degree.
- 3+ years of financial counseling experience.
- U.S. citizenship and fluency in English required. Bilingual in English and Spanish if required by the contract.
- 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 License, Valid In State preferred.
- License and Certifications: AFC, CFP, ChFC, DL.
Skills
Possesses the skills to effectively utilize virtual counseling or other electronic modes of communication, such as web-based, secure online chat, or video-based communications.
Benefits
Comprehensive benefits package, including health, life, voluntary, and other benefits and perks that enhance physical, mental, emotional, and financial wellbeing.
Pay
Salary Range: $58,440 - $93,500
Schedule
Short-term, surge, and on-demand situations resulting from military needs.