Accredited Financial Counselor (Camp Lejeune, NC) jobs in United States
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Magellan Federal · 2 weeks ago

Accredited Financial Counselor (Camp Lejeune, NC)

Magellan Federal is dedicated to serving the military community and is seeking an Accredited Financial Counselor to provide financial wellness support to service members and their families. The role involves offering confidential, one-on-one guidance on budgeting, debt management, investments, retirement planning, and financial planning for life events.

Management Consulting
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Responsibilities

Providing confidential, one-on-one guidance on budgeting & debt management
Providing confidential, one-on-one guidance on investments & retirement planning
Providing confidential, one-on-one guidance on financial planning for life events (e.g., PCS, deployment)
Providing confidential, one-on-one guidance 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 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.

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