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Magellan Federal5 days ago

Personal Financial Counselor; Terre Haute, IN

$58,440–$93,500 year

On-site · Terre Haute, Indiana, United States

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

Job Summary

Provide personal financial counseling services to U.S. service members and their families at military installations, including one-on-one counseling, briefings/presentations, development of spending plans for extended absences, and creation/dissemination of informational financial materials. Coordinate with installation leadership and DoD points of contact to ensure services meet DoD scope and requirements, and leverage virtual counseling or secure video/online modes as appropriate. Lead and participate in DoD-aligned financial education activities (classes/workshops) covering lifecycle topics from arrival at new duty station to pre/post deployment. Maintain compliance with DoD policies; respond to requests for age-appropriate classes; manage DoD security and OCI processes; participate in supervision and quality-improvement activities. The role requires a Bachelor's degree (or equivalent combination), 3+ years of financial counseling experience, and certification (AFC/CFP/ChFC). Must be a U.S. citizen, fluent in English, and able to obtain relevant security clearances as needed. The posting notes potential bilingual capability (English/Spanish) depending on contract, and mentions potential short-term incentives and comprehensive benefits.

Required Qualifications

  • Bachelor's degree required
  • 3+ years of financial counseling experience
  • AFC - Accredited Financial Counselor OR CFP - Certified Financial Planner OR ChFC - Chartered Financial Consultant
  • U.S. citizenship
  • English fluency
  • Bilingual in English and Spanish (if required by contract)
  • Tier 2 investigation (favorable adjudication)
  • Ability to pass Congressionally Mandated Disclosures for OCI (Organizational Conflicts of Interest)

Additional Requirements

  • U.S. citizen
  • English language proficiency
  • Possibility of bilingual (English/Spanish) as per contract requirement
  • OCI disclosure requirements
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$58k – $94k / yr

Personal Financial Counselor; Terre Haute, IN · Magellan Federal

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