Personal Financial Counselor

Magellan Federal | Arlington, VA, United States

Posted Date 8/22/2024
Description

This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Works closely with the installation and military branch Points of Contact (POC) to assure that the program is providing within scope and meets the needs of the installation.

Provides personal financial counseling and management services directly to adults, children, and youth of service members.•Provides individualized financial counseling and assistance to service members and families.•Assists service members in establishing an extended absence financial plan.•Develops and makes available informational financial materials to service members and families.•Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.•Responds to requests for age-appropriate classes or seminars to youths and teens as part of on-base education.•Possess the skills to effectively utilize virtual counseling or other electronic modes of communication, such as web based, secure online chat, or video-based communications and secure video teleconference sponsored by the customer which may be offered as an adjunct to face-to-face counseling in situations where service members and families are unable to attend in person.•Manages duty to warn and restricted reporting situations according to Department of Defense (DoD) protocol and staffs the cases with leadership.•Communicates with leadership and participates in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned.•Participates in regular in-services/training, quality Improvement committees or other contract activities as assigned/appropriate.•All other duties as assigned.

 

Bachelor's degree required.•May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor's degree.•May consider applicants with a high school diploma plus 6 years' experience in lieu of a bachelor's degree. •Must be a U.S. citizen and speak fluent English.•Be able to obtain a favorably adjudicated Tier 1 investigation.•Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).•Must have over a thousand hours of financial counseling experience

Opportunity Type
Job

Volunteer Opportunity

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