Personal Financial Counselor- Truax Field, WI

About the role

This position provides personal financial services at assigned military installations, delivering comprehensive financial counseling to military service members and their families.

Responsibilities

• Provide one-on-one financial counseling, consultations with commanders or other providers, briefings, presentations, and referrals.
• Work closely with installation and military branch Points of Contact (POC) to ensure the program meets installation needs.
• 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 such as pre- and post-deployment, first duty station arrival, and career events as outlined in DoDI 1322.34.
• 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 by the OSD FINRED Program office.
• 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 this role.

Requirements

• Bachelor’s degree required. Alternatives:
  • Associate degree plus 4 years of relevant experience.
  • High school diploma plus 6 years of relevant experience.
• 3+ years of financial counseling experience.
• U.S. citizenship and fluent English required. Bilingual in English and Spanish may be required by contract.
• Ability 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.

Benefits

Magellan offers a comprehensive benefits package, including health, life, voluntary benefits, and perks designed to enhance physical, mental, emotional, and financial well-being.