Personal Financial Counselor - Charlotte, NC

Job Description

Our organization works with partner companies to source qualified talent for their open roles. The following position is available to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers. If you have the required skill set, education requirements, and experience, please click the submit button and follow the next steps.

This position will provide personal financial services at assigned military installations. The 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 another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session.

The counselor 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 service members and their families.
• Assists service members in establishing a spending plan for extended absences.
• 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.
• Possesses the skills to effectively utilize virtual counseling or other electronic modes of communication, such as web‑based, secure online chat, or video‑based communication and secure video teleconference sponsored by the customer. Virtual PFC support may only be authorized by the OSD FINRED Program office.
• Manages duty to warn situations according to Department of Defense (DoD) protocol.
• 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 or appropriate.
• All other duties as assigned.

• Bachelor's degree required.
• May consider applicants with an associate degree plus 4 years of experience in lieu of a bachelor's degree.
• May consider applicants with a high school diploma plus 6 years of experience in lieu of a bachelor's degree.
• 3+ years of financial counseling experience.
• Must be a U.S. citizen and speak fluent English.
• Must be bilingual in English and Spanish if required by the contract.
• Be able to obtain a favorably adjudicated Tier 2 investigation.
• Must be able to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
• Must have one of the following certifications:
  Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
• Minimum Education:
  
  High School/GED (additional education and experience may compensate for lower formal education).

Title:

Personal Financial Counselor – Charlotte, NC
Grade: 24
City:
Charlotte
State:
North Carolina
Job Code:
Health‑Services
Affiliate Sponsor:
Magellan Federal – AFSC
Auto req  

Base salary range: $58,440 – $93,500 (may vary based on location). Short‑term incentives and a comprehensive benefits package may also apply.