This position will provide personal financial services at assigned military installations for 12-month rotations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Works closely with the installation and military branch Points of Contact (POC) to assure that the program is providing within scope and meets the needs of the installation.
Provides personal financial counseling and management services directly to adults, children, and youth of service members.
Provides individualized financial counseling and assistance to service members and families.
Assists service members in establishing an extended absence financial plan.
Develops and makes available informational financial materials to service members and families.
Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Responds to requests for age-appropriate classes or seminars to youths and teens as part of on-base education.
Possess the skills to effectively utilize virtual counseling or other electronic modes of communication, such as web based, secure online chat, or video-based communications and secure video teleconference sponsored by the customer which may be offered as an adjunct to face-to-face counseling in situations where service members and families are unable to attend in person.
Manages duty to warn and restricted reporting situations according to Department of Defense (DoD) protocol and staffs the cases with leadership.
Communicates with leadership and participates in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned.
Participates in regular in-services/training, quality Improvement committees or other contract activities as assigned/appropriate.
All other duties as assigned.
Other Job Requirements
Responsibilities
Must be a U.S. citizen and speak fluent English.
Be able to obtain a favorably adjudicated Tier 1 investigation.
Must have Accredited Financial Counselor (AFC) certification and 3 years of financial experience OR have one of the
following certifications: Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFC).
Must have over a thousand hours of financial counseling experience.
General Job Information
Title
Personal Financial Counselor II, PFC Midwest
Grade
22
Work Experience - Required
Finance
Work Experience - Preferred
Education - Required
High School
Education - Preferred
Bachelors
License and Certifications - Required
AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant - ChFC - Chartered Financial Consultant
License and Certifications - Preferred
Salary Range
Salary Minimum:
$50,225
Salary Maximum:
$75,335
This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Actual pay will be adjusted based on an individual's skills, experience, education, and other job-related factors permitted by law.
This position may be eligible for short-term incentives as well as a comprehensive benefits package. Magellan offers a broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing.
Magellan Health, Inc. is proud to be an Equal Opportunity Employer and a Tobacco-free workplace. EOE/M/F/Vet/Disabled.Every employee must understand, comply with and attest to the security responsibilities and security controls unique to their position; and comply with all applicable legal, regulatory, and contractual requirements and internal policies and procedures.
