Accredited Financial Counselor (Twentynine Palms) jobs in United States
cer-icon
Apply on Employer Site
company-logo

Magellan Federal · 3 weeks ago

Accredited Financial Counselor (Twentynine Palms)

Magellan Federal is a mission-driven organization supporting service members and their families through financial wellness. The Accredited Financial Counselor will provide confidential, one-on-one guidance on various financial topics without sales requirements.

Management Consulting

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

Benefits

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

Company

Magellan Federal

twitter
company-logo
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

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