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Magellan Federal2 months ago

Personal Financial Counselor; Knoxville, TN

$58,440–$93,500 year

On-site · Knoxville, Tennessee, United States

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

Job Summary

Provide personal financial counseling services to military service members and their families, including one-on-one counseling, education, and financial workshops. Collaborate with military point of contacts to ensure program effectiveness and develop educational materials. Must possess relevant experience and a bachelor's degree, or equivalent experience, and required certifications. Responsibilities include managing financial counseling sessions, virtual consultations, and complying with Department of Defense protocols.

Required Qualifications

  • Bachelor's degree or equivalent experience
  • 3+ years of financial counseling experience
  • U.S. citizenship
  • Fluency in English
  • One of the following certifications: AFC, CFP, or ChFC

Desired Qualifications

  • Experience in financial counseling
  • Bilingual in English and Spanish (if required)
  • Experience in conducting workshops or classes

Additional Requirements

  • Must be able to obtain a favorably adjudicated Tier 2 investigation
  • Must pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process
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$58k – $94k / yr

Personal Financial Counselor; Knoxville, TN · Magellan Federal

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