Assignment Ready Counselor (ARC) Personal Financial Counselor, - Washington

Primary Responsibilities

• Provide personal financial counseling and management services directly to service members and their families.
• Absorb and address financial services needs, including one-on-one counseling, consultation with commanders, and referrals.
• Work closely with installation and military branch Points of Contact to ensure the program is within scope and meets installation needs.
• Develop and distribute informational financial materials to service members and families.
• Coordinate and conduct various Personal Financial Management classes and workshops, covering topics relevant to the military lifecycle.
• Respond to requests for age-appropriate classes or seminars.
• Utilize virtual counseling or other electronic modes of communication, such as web-based, secure online chat, or video-based communications.
• Manage duty-to-warn situations according to DoD protocol.
• Communicate with leadership and participate in regular supervision and training sessions.

Requirements

• Bachelor's degree required, or an associate degree plus 4 years' experience, or a high school diploma plus 6 years' experience in lieu of a bachelor's degree.
• 3+ years of financial counseling experience.
• U.S. citizenship and fluency in English.
• If required by the contract, must be bilingual in English and Spanish.
• Ability to obtain a favorably adjudicated Tier 2 investigation.
• Pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
• One of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

Qualifications

• Bachelor's degree preferred.
• Driver's license, valid in state, preferred.

Skills

• Effective utilization of virtual counseling or other electronic modes of communication.
• Strong communication and interpersonal skills.
• Ability to manage multiple tasks and adapt to changing priorities.
• Knowledge of military lifecycle and financial services.

Benefits

The position is eligible for short-term incentives and a comprehensive benefits package offered by Magellan Health, Inc., including health, life, voluntary, and other benefits and perks designed to enhance physical, mental, emotional, and financial wellbeing. Magellan Health, Inc. is committed to being an equal opportunity employer and a tobacco-free workplace.