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Magellan Federal5 days ago

Personal Financial Counselor; Nashville, TN

$58,440–$93,500 year

On-site · Nashville, Tennessee, United States

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

Job Summary

Provide personal financial counseling at military installations, delivering education and counseling across financial services to service members and their families. Responsibilities include one-on-one counseling, consultations with commanders or other staff, conducting briefings and presentations, and providing referral resources. Coordinate with installation POCs to ensure services meet installation needs; assist with spending plans for extended absences; develop and provide financial materials and offer Personal Financial Management classes/workshops covering topics such as deployment, career events, and lifecycle scenarios. Utilize virtual counseling or electronic communication modes as needed (secure video teleconference, web-based chat). Maintain DoD protocols for duty-to-warn, participate in supervision and quality-improvement activities, and perform other duties as assigned.

Required Qualifications

  • Bachelor's degree required
  • 3+ years of financial counseling experience
  • U.S. citizen and fluent English
  • If required by contract, bilingual in English and Spanish
  • One of AFC, CFP, or ChFC certifications
  • Ability to obtain a favorably adjudicated Tier 2 background investigation
  • Ability to pass Congressionally Mandated Disclosures for OCI
  • In-state driver license (DL) may be required
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$58k – $94k / yr

Personal Financial Counselor; Nashville, TN · Magellan Federal

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