Accredited Financial Counselor jobs in United States
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Magellan Federal · 1 month ago

Accredited Financial Counselor

Magellan Federal is dedicated to supporting service members and their families through financial wellness. They are seeking an Accredited Financial Counselor to provide confidential, one-on-one guidance on budgeting, debt management, investments, and financial planning for life events.

Management Consulting
badNo H1BnoteSecurity Clearance Requirednote

Responsibilities

Providing confidential, one-on-one guidance on budgeting & debt management
Assisting with investments & retirement planning
Offering financial planning for life events (e.g., PCS, deployment)
Advising on military pay & benefits

Qualification

AFC certificationCFP certificationChFC certificationMilitary culture knowledgeBackground check clearance

Required

Required Certification: AFC, or CFP®, or ChFC (must have at least one of these certifications)
Ability to pass background check/security clearance

Preferred

Strong knowledge of military culture

Benefits

Medical, dental, and vision coverage.
Career advancement pathways.

Company

Magellan Federal

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Magellan Federal—a Magellan Health company—has received recognition as a 2024 Military Friendly®, a Washington Post Top Workplaces, and MilitaryTimes Best for Vets company.

Funding

Current Stage
Late Stage

Leadership Team

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Anna Sever
President and CEO
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Todd Baker
Vice President of Financial Operations and Chief Financial Officer
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Company data provided by crunchbase