Personal Financial Counselor
Not Disclosed•Full-TimeOn-site
location_onOn-site
About the Opportunity
Magellan works with partner companies to source qualified talent for open roles within the Department of Defense. This position is specifically available to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers. If you possess the required skill set, education, and experience, please submit your application to proceed.
About the Role
As a Personal Financial Counselor at March ARB, CA, you will provide essential personal financial services to military service members and their families. Your mission is to support the financial readiness of the force by offering a full breadth of counseling services, including one-on-one sessions, command consultations, and the development of informational materials.
You will play a key role in the military lifecycle by coordinating and delivering financial management classes and workshops. These sessions address critical moments such as arrival at a first duty station, pre- and post-deployment transitions, and other career events. The role requires you to assist service members in establishing spending plans for extended absences and to respond to requests for age-appropriate seminars.
In this position, you will work closely with installation Points of Contact to ensure the program remains within scope and meets the unique needs of the community. You will also manage duty-to-warn situations according to Department of Defense protocols and communicate regularly with leadership regarding trends and issues on the installation. The role involves utilizing virtual counseling tools, such as secure video teleconferences and online chat, to extend support where needed.
Hiring Process
Unless specifically stated otherwise, this role is on-site at the location detailed in the job post. Candidates must be U.S. citizens with fluent English skills and be able to obtain a favorably adjudicated Tier 2 investigation. If required by the contract, bilingual proficiency in English and Spanish is necessary.
Culture & Benefits
Magellan offers a comprehensive benefits package designed to enhance your physical, mental, emotional, and financial wellbeing. This includes health, life, and voluntary benefits, as well as potential short-term incentives. The salary range for this position reflects national data, with actual pay adjusted based on individual skills, experience, education, and location.
Work location
Work model: On-site
On-site
Similar Job Opportunities
Skills, education and keywords
Skills: Financial Counseling, Accredited Financial Counselor, Certified Financial Planner, Chartered Financial Consultant, Spanish.
Education: Bachelor's degree required, or equivalent experience with Associate's or High School Diploma.
Frequently asked questions about Personal Financial Counselor at Social Channel Group
What does a Personal Financial Counselor at Social Channel Group do?expand_more
Day-to-day, the Personal Financial Counselor at Social Channel Group will provide personal financial counseling and management services to military service members and families; coordinate and deliver financial management classes and workshops across the military lifecycle; manage duty to warn situations according to department of defense protocols; and develop and distribute informational financial materials to service members and families.
What are the requirements for this Personal Financial Counselor role?expand_more
Social Channel Group is looking for candidates who meet the following requirements: Bachelor's degree required; 3+ years of financial counseling experience; U.S. citizen; Fluent English; Favorably adjudicated Tier 2 investigation; and Pass OCI process.
Where is the Personal Financial Counselor role at Social Channel Group located?expand_more
Personal Financial Counselor at Social Channel Group is based in On-site. This is a on-site role.