Personal Financial Counselor, Assignment Ready Counselor, PFC

Primary Responsibilities

• Provide financial counseling services to military service members and their families.
• Conduct one-on-one counseling, consultations, briefings, and presentations.
• Develop and distribute informational financial materials.
• Coordinate and publicize personal financial management classes and workshops.
• Respond to requests for age-appropriate classes or seminars.
• Utilize virtual counseling or other electronic modes of communication as needed.
• Manage duty to warn situations according to DoD protocol.

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.
• Ability to communicate with leadership and participate in regular supervision and training.

Benefits

Comprehensive benefits package including health, life, voluntary, and other perks.

This position may be eligible for short-term incentives.

Magellan Health, Inc. is an Equal Opportunity Employer and a Tobacco-free workplace.