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Magellan Federal4 days ago

Personal Financial Counselor, PFC - Atlantic City, NJ

$58,440–$93,500 year

On-site · Atlantic City, New Jersey, United States

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

Job Summary

Provide comprehensive personal financial counseling and management services to service members and their families at designated military installations. Responsibilities include one-on-one counseling, briefings and presentations, development of spending plans, creation of informational materials, coordination with DoD points of contact, and delivery of financial management classes/workshops across the military lifecycle. Requires use of virtual counseling tools when applicable and adherence to DoD/OCI security requirements. Qualifications include a bachelor's degree (or equivalent combination), 3+ years of financial counseling experience, U.S. citizenship, English fluency (bilingual in English/Spanish as contract may require), and AFC/CFP/ChFC certification with ability to obtain required investigations; position located in Atlantic City, NJ with on-site duties at military installations. EOE/M/F/Vet/Disabled and other employment policies apply.

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
  • AFC, CFP, or ChFC certification required
  • Be able to obtain a favorably adjudicated Tier 2 investigation
  • Must pass Congressionally Mandated Disclosures for OCI process
  • DL - Driver License (in-state) may be required or preferred
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$58k – $94k / yr

Personal Financial Counselor, PFC - Atlantic City, NJ · Magellan Federal

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