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TrueBlue Inc. · 4 days ago

Personal Financial Counselor - Fort Campbell, KY

Fort Campbell North, KY

Full-time

Onsite

Mid Level

$53K/yr - $85K/yr

3+ years exp

TrueBlue Inc. is hiring for Magellan Federal, seeking a Personal Financial Counselor to provide financial services at military installations. The role involves offering personal financial counseling and management services to military service members and their families, including education, one-on-one counseling, and conducting workshops.

ConsultingEmploymentRecruiting

No H1B

U.S. Citizen Only

Hiring Manager

Rose Norris

Responsibilities

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

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. Virtual PFC support may only be authorized by 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/appropriate

All other duties as assigned

Qualification

Financial CounselingAccredited Financial Counselor (AFC)Certified Financial Planner (CFP)Chartered Financial Consultant (ChFC)Bilingual (English/Spanish)Virtual Counseling SkillsCommunication SkillsPresentation SkillsTeam Collaboration

Required

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

3+ years of financial counseling experience

Must be a U.S. citizen and speak fluent English

If required by the contract, must be bilingual in English and Spanish

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)

A Combination of Education and Work Experience May Be Considered., Bachelor's

AFC - Accredited Financial Counselor - EnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterprise, ChFC - Chartered Financial Consultant - EnterpriseEnterprise, DL - Driver License, Valid In State - OtherOther