Jobs · Finance · Nevada

Personal Financial Counselor, Assignment Ready Counselor, PFC, Nevada

Magellan Federal · Las Vegas, NV · 1 wk ago
Finance$58k/yrFull-time

About the role

This position will provide coverage in short-term, surge and on-demand situations resulting from military needs such as post-deployment events or to cover existing assignments for counselors who are absent. Primary responsibilities include providing personal financial counseling services to military service members and their families.

Responsibilities

  • Full breadth of personal financial counseling services, including one-on-one counseling, consultations, briefings, and presentations.
  • Works closely with installation and military branch Points of Contact (POC) to ensure program scope and needs are met.
  • Assists service members in establishing spending plans for extended absences.
  • Makes available informational financial materials to service members and families.
  • Coordinates and provides a variety of Personal Financial Management classes/workshops, covering topics relevant to the military lifecycle.
  • Responds to requests for age-appropriate classes or seminars.
  • Utilizes virtual counseling or other electronic modes of communication, such as web-based, secure online chat, or video-based communications.
  • Manages duty-to-warn situations according to DoD protocol.
  • Communicates with leadership and participates in regular supervision and training.
  • Participates in in-services/training, quality improvement committees, or other contract activities as assigned.

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.
  • Passes 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 Education preferred.
  • Driver License, Valid In State preferred.
  • License and Certifications: AFC, CFP, ChFC, DL preferred.

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 perks to enhance physical, mental, emotional, and financial wellbeing.

Pay

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

Schedule

Short-term and on-demand situations resulting from military needs.

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