Personal Financial Counselor, Assignment Ready Counselor, PFC Massachusetts

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 program scope and needs alignment.
• Directly provide personal financial counseling and management services to service members and families.
• Absorb and establish spending plans for extended absences.
• Develop and distribute informational financial materials to service members and families.
• Coordinate, publicize, and provide a variety of 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.
• Communicate with leadership and participate in regular supervision and training.

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, 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

• Required: Financial Counseling Work Experience.
• Preferred: Bachelor's Education.
• License and Certifications: AFC, CFP, ChFC.

General Job Information

This position may be eligible for short-term incentives and a comprehensive benefits package. Magellan offers a broad range of health, life, voluntary, and other benefits and perks to enhance physical, mental, emotional, and financial wellbeing. Magellan Health, Inc. is committed to being an Equal Opportunity Employer and a Tobacco-free workplace.