Accredited Financial Counselor jobs in United States
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Magellan Federal · 3 weeks ago

Accredited Financial Counselor

positionMarysville, WA
timeFull-time
remoteOnsite
seniorityMid Level
money$53K/yr - $85K/yr

Magellan Federal is dedicated to serving the military community, and they are seeking an Accredited Financial Counselor to provide confidential financial guidance to service members and their families. The role involves assisting with budgeting, debt management, investments, retirement planning, and financial planning for life events.

Management Consulting
badNo H1BnoteSecurity Clearance Requirednote

Responsibilities

Budgeting & debt management
Investments & retirement planning
Financial planning for life events (e.g., PCS, deployment)
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 preferred

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.
dateFounded in 2000
location
Arlington, VA, US
people-size1001-5000 employees
web-link
http://www.magellanfederal.com/

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