Personal Financial Counselor-Baumholder, GE
Magellan Federal · Windsor, VA · 1 mo ago
Finance$58k/yrFull-time
About the role
This position will provide personal financial services at assigned military installations.
Responsibilities
- Provide the full breadth of personal financial counseling services to military service members and their families at military installations.
- Offer education and counseling addressing financial services, including one‑on‑one counseling, consultation with a commander or other provider/staff, conducting briefings and presentations, and providing referral resources outside counseling sessions.
- Work closely with installation and military branch Points of Contact (POC) to ensure the program stays 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 (e.g., topics across the military lifecycle such as arrival at first duty station, pre‑ and post‑deployment, personal and career events per DoDI 1322.34).
- Respond to requests for age‑appropriate classes or seminars.
- Utilize virtual counseling or other electronic modes of communication (web‑based, secure online chat, video‑based communications, secure video teleconference) as authorized by the OSD FINRED Program office.
- Manage duty‑to‑warn situations according to DoD protocol.
- Communicate with leadership and participate in regular individual and group supervision, sharing information on trends and issues at assigned installations.
- Participate in regular in‑services/training, quality improvement committees, or other contract activities as assigned.
- Perform other duties as assigned.
Requirements
- Bachelor’s degree required; alternatively, an associate degree plus 4 years’ experience or a high school diploma plus 6 years’ experience may be considered.
- Minimum 3+ years of financial counseling experience.
- U.S. citizenship and fluent English; if required by the contract, bilingual in English and Spanish.
- Ability to obtain a favorably adjudicated Tier 2 investigation.
- Must pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
- Hold one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
- Valid driver’s license (state‑specific).
Skills
- Ability to effectively utilize virtual counseling or other electronic modes of communication (web‑based, secure online chat, video‑based communications, secure video teleconference) as authorized by the OSD FINRED Program office.
Benefits
- Eligible for short‑term incentives and a comprehensive benefits package.
- Broad range of health, life, voluntary and other benefits and perks that enhance physical, mental, emotional and financial wellbeing.
Pay
Salary range: $58,440 – $93,500 (base salary). Actual pay adjusted based on skills, experience, education, and other job‑related factors permitted by law.