Personal Financial Counselor, Assignment Ready Counselor, PFC

About the role

This position will provide coverage in short-term, surge and on demand situations resulting from the Military needs such as a post-deployment event or to cover an existing assignment for counselors who are absent. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations.

Responsibilities

• Provide one-on-one personal financial counseling and management services directly to service members and their families
• Consultation with a commander or with another provider or staff
• Conduct briefings and presentations
• Provide referral resources to a participant outside the context of a counseling session
• Assist 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 across the military lifecycle (e.g., arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34)
• Respond to requests for age-appropriate classes or seminars
• Effectively utilize virtual counseling or other electronic modes of communication (web based, secure online chat, video-based communications, or secure video teleconference sponsored by the customer) when authorized by OSD FINRED Program office
• Manage duty to warn situations according to Department of Defense (DoD) protocol
• Communicate with leadership and participate in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned
• Participate in regular in-services/training, quality improvement committees or other contract activities as assigned/appropriate
• Work closely with the installation and military branch Points of Contact (POC) to assure that the program is provided within scope and meets the needs of the installation
• All other duties as assigned

Qualifications

• Bachelor's degree required (may consider associate degree plus 4 years' experience in lieu of bachelor's; may consider high school diploma plus 6 years' experience in lieu of bachelor's)
• 3+ years of financial counseling experience
• Must be a U.S. citizen and speak fluent English
• If required by the contract, must be bilingual in English and Spanish
• Must be able to obtain a favorably adjudicated Tier 2 investigation
• Must be able to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process
• Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)
• Valid in-state driver license required

Pay

Salary range: $58,440 – $93,500. 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.

Benefits

Magellan offers a broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing.