Accredited Financial Counselor- Military Base (Duluth) jobs in United States
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Magellan Federal · 2 days ago

Accredited Financial Counselor- Military Base (Duluth)

Magellan Federal is dedicated to supporting service members and their families through financial wellness. The Financial Counselor role involves providing confidential financial guidance on various topics, including budgeting, investments, and military benefits.

Management Consulting
badNo H1BnoteSecurity Clearance RequirednoteU.S. Citizen Onlynote

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