Personal Financial Counselor - Little Falls, MN

About the role

This position provides personal financial services at assigned military installations. It includes counseling and management services to military service members and their families, coordinating workshops, and responding to requests for classes or seminars.

Responsibilities

• One-on-one counseling and consultations with commanders or other providers
• Conducting briefings and presentations
• Providing referral resources to participants outside counseling sessions
• Closely working with installation and military branch Points of Contact to ensure program scope and needs alignment
• Assisting service members in establishing spending plans for extended absences
• Making available informational financial materials to service members and families
• Coordinating and publicizing a wide variety of Personal Financial Management classes/workshops
• Managing duty to warn situations according to DoD protocol
• Communicating with leadership and participating in regular supervision and training
• Participating 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, bilingual in English and Spanish
• Able to obtain a favorably adjudicated Tier 2 investigation
• Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)

Qualifications

• High School/GED

Skills

• Effective utilization of virtual counseling or other electronic modes of communication

Benefits

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

Pay

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

Schedule

Not specified