Personal Financial Counselor - Hurlburt Field, FL

About the role

This position provides personal financial services at assigned military installations. It includes counseling and managing financial services for military service members and their families.

Responsibilities

• Provide one-on-one counseling, consultations, and briefings to military personnel and families.
• Develop and distribute financial materials to service members and families.
• Coordinate and conduct 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 sessions.
• Participate in in-services/training and quality improvement committees.

Requirements

• Bachelor's degree required, or an associate degree plus 4 years' experience in lieu of a bachelor's degree.
• 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, bilingual in English and Spanish.
• Able to obtain a favorably adjudicated Tier 2 investigation.
• One of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

Qualifications

• Must be able to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.

Skills

• Effective communication skills.
• Ability to work independently and manage multiple tasks.
• Knowledge of military lifecycle stages and personal finance.

Benefits

Magellan offers a comprehensive benefits package including health, life, voluntary, and other perks to enhance physical, mental, emotional, and financial wellbeing.

Pay

The salary range for this position is $58,440 to $93,500 annually, with a minimum of $45,000 and a maximum of $60,000, depending on location.

Schedule

The position is "On-Site" at the Hurlburt Field location.