Accredited Financial Counselor - Fort Campbell jobs in United States
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Magellan Federal · 2 weeks ago

Accredited Financial Counselor - Fort Campbell

Magellan Federal is dedicated to serving the military community, and they are seeking an Accredited Financial Counselor to support service members and their families through financial wellness. The role involves providing one-on-one financial guidance without sales, focusing on 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
Providing guidance on investments & retirement planning
Assisting with 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