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Magellan Federal6 days ago

Personal Financial Counselor; Huntsville, AL

$58,440–$93,500 year

On-site · Huntsville, Alabama, 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, including one-on-one counseling, briefings and presentations, and referrals. Develop spending plans for extended absences; create and disseminate informational financial materials; coordinate with installation leadership and POCs to ensure program scope and needs are met. Deliver Personal Financial Management classes/workshops across the military lifecycle (arrival, pre/post-deployment, etc.). Utilize virtual counseling and secure online communications as needed; address duty-to-warn protocols per DoD guidelines; participate in regular supervision and quality-improvement activities; perform additional duties as assigned.

Required Qualifications

  • Bachelor's degree required
  • 3+ years of financial counseling experience
  • U.S. citizen
  • Fluent English
  • Bilingual in English and Spanish (if required by contract)
  • AFC or CFP or ChFC certifications

Additional Requirements

  • Must be able to obtain a favorably adjudicated Tier 2 investigation
  • Must be able to pass OCI process
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$58k – $94k / yr

Personal Financial Counselor; Huntsville, AL · Magellan Federal

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