Personal Financial Counselor - March ARB, CA

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 service members and their families.
• Develop and distribute financial materials to service members and families.
• Coordinate and promote various financial management classes and workshops tailored to different stages of the military lifecycle.
• 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 regular supervision and training sessions.
• Participate 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.
• 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

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

Skills

• Effective communication skills, both verbal and written.
• Ability to work independently and manage multiple tasks simultaneously.
• Strong organizational and time management skills.
• Knowledge of financial planning and counseling principles.

Benefits

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

Pay

$58,440 - $93,500 annually.

Schedule

The schedule for this position is "On-Site" at the assigned military installations.