Personal Financial Counselor - MCRD - Parris Island, SC

This position is available to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers.

About the role

This role provides personal financial services at assigned military installations, delivering the full breadth of personal financial counseling to military service members and their families. Services include one-on-one counseling, consultations with commanders or other providers, briefings, presentations, and referrals. The position involves close collaboration with installation and military branch Points of Contact (POC) to ensure the program meets installation needs.

Responsibilities

• Provide personal financial counseling and management services directly to service members and their families.
• Assist service members in establishing spending plans for extended absences.
• Develop and distribute informational financial materials to service members and families.
• Coordinate, publicize, and deliver Personal Financial Management classes/workshops on topics across the military lifecycle, including pre- and post-deployment, arrival at first duty station, and personal/career events.
• Respond to requests for age-appropriate financial classes or seminars.
• Utilize virtual counseling or electronic communication modes (e.g., web-based, secure online chat, video-based communications, or secure video teleconference) as authorized.
• Manage "duty to warn" situations according to Department of Defense (DoD) protocol.
• Communicate with leadership and participate in regular individual and group supervision, sharing trends and issues from assigned installations.
• Participate in in-services, training, quality improvement committees, or other contract activities as assigned.
• Perform additional duties as assigned by leadership, aligned with the intent of the role.

Requirements

• Bachelor’s degree required. May consider applicants with an associate degree plus 4 years of relevant experience or a high school diploma plus 6 years of relevant experience in lieu of a bachelor’s degree.
• 3+ years of financial counseling experience.
• Must be a U.S. citizen and fluent in English. If required by the contract, must be bilingual in English and Spanish.
• Must be able to obtain a favorably adjudicated Tier 2 investigation.
• Must pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
• Must hold one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
• Valid driver’s license.

Pay

Salary range: $58,440–$93,500. Actual pay will be adjusted based on skills, experience, education, and other job-related factors permitted by law. This position may also be eligible for short-term incentives and a comprehensive benefits package.

Benefits

Magellan offers a broad range of health, life, voluntary, and other benefits, as well as perks that enhance physical, mental, emotional, and financial well-being.

Location: MCRD Parris Island, SC