Personal Financial Counselor - Youngstown, OH

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.

Responsibilities

• One-on-one counseling and consultation with a commander or other providers
• Conducting briefings and presentations
• Providing referral resources to participants outside of counseling sessions
• Closely working with installation and military branch Points of Contact to ensure the program meets the needs of the installation
• 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
• Responding to requests for age-appropriate classes or seminars
• Utilizing virtual counseling or other electronic modes of communication
• Managing duty to warn situations according to DoD protocol
• Communicating with leadership and participating in regular supervision and training

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, must be bilingual in English and Spanish
• Ability 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

• Bachelor's degree preferred

Skills

Must possess the skills to effectively utilize virtual counseling or other electronic modes of communication, such as web-based, secure online chat, or video-based communications.

Benefits

Magellan offers a broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing.

Pay

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

Schedule

Not specified