Jobs · Finance · Illinois

Personal Financial Counselor, Assignment Ready Counselor, PFC-Springfield, IL

Magellan Federal · Springfield, IL · 2 mo ago
Finance$58k/yrFull-time

Responsibilities

  • Provide coverage in short-term, surge and on-demand situations resulting from military needs.
  • Offer full breadth of personal financial counseling services to military service members and their families at military installations.
  • Address financial services through one-on-one counseling, consultations, briefings, and presentations.
  • Work closely with installation and military branch Points of Contact to ensure program scope and meeting installation needs.
  • Directly provide personal financial counseling and management services to service members and families.
  • Absorb 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 various Personal Financial Management classes/workshops, covering topics relevant to the military lifecycle.
  • 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 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.

Requirements

  • Bachelor's degree required, or an associate degree plus 4 years' experience in lieu of a bachelor's degree, 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.

Skills

  • Effective utilization of virtual counseling or other electronic modes of communication.
  • Ability to manage duty to warn situations according to DoD protocol.
  • Strong communication and supervisory skills.

Benefits

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

Pay

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

Schedule

Not specified

Benefits

Not specified

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