Personal Financial Counselor, Assignment Ready Counselor - New Jersey

Primary Responsibilities

• Provide coverage in short-term, surge, and on-demand situations resulting from military needs.
• Offer full breadth of personal financial counseling services to military service members and their families at military installations.
• Address financial services through one-on-one counseling, consultations, briefings, and presentations.
• Work closely with installation and military branch Points of Contact to ensure the program is provided within scope and meets the needs of the installation.
• Directly provide personal financial counseling and management services to service members and their families.
• Aid service members in establishing a spending plan for extended absences.
• Develop and make available informational financial materials to service members and families.
• Coordinate, publicize, and provide a wide variety of Personal Financial Management classes/workshops.
• 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 Department of Defense (DoD) protocol.
• Communicate with leadership and participate in regular individual and group supervision.
• Participate in regular in-services/training, quality improvement committees, or other contract activities as assigned/appropriate.

Requirements

• Bachelor's degree required. Associate degree plus 4 years' experience or high school diploma plus 6 years' experience may be considered in lieu of a bachelor's degree.
• 3+ years of financial counseling experience.
• U.S. citizenship and fluency in English required. Bilingual in English and Spanish if required by the contract.
• 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 Education preferred.
• Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC) certification preferred.

Skills

• Effective utilization of virtual counseling or other electronic modes of communication.
• Communication and coordination skills.
• Ability to manage duty to warn situations.
• Leadership and supervisory skills.
• Knowledge of financial services and counseling techniques.

Benefits

The position is eligible for short-term incentives and a comprehensive benefits package offered by Magellan Health, Inc., including a broad range of 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.