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Magellan Federal5 days ago

Personal Financial Counselor; Fort Lauderdale, FL

$58,440–$93,500 year

On-site · Fort Lauderdale, Florida, United States

Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Unknown

Job Summary

Provide personal financial counseling and management services to service members and their families at military installations. Offer one-on-one counseling, consultations with command or staff, briefings and presentations, and referrals; assist in establishing spending plans for extended absences; develop and distribute informational financial materials; coordinate and publicize Personal Financial Management classes/workshops covering military lifecycle topics; utilize virtual counseling or electronic modes (web-based chat, video teleconference) as authorized; adhere to DoD protocols and coordinates with installation POCs to ensure scope and needs are met; communicate with leadership in supervision and participate in training and quality improvement activities; perform additional duties as assigned.

Required Qualifications

  • Bachelor's degree or equivalent
  • 3+ years financial counseling experience
  • U.S. citizen
  • English fluency
  • Optional bilingual in English and Spanish if required by contract
  • Ability to obtain a favorable adjudicated Tier 2 investigation
  • Ability to pass Congressionally Mandated Disclosures for OCI
  • AFC or CFP or ChFC certification
  • Driver license in relevant state (DL) if required
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$58k – $94k / yr

Personal Financial Counselor; Fort Lauderdale, FL · Magellan Federal

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