Personal Financial Counselor, Assignment Ready Counselor, PFC, Minnesota

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 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 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 as needed.
• Manage duty to warn situations according to DoD protocol.
• Communicate with leadership and participate in regular supervision and training.
• Participate in in-services/training, quality improvement committees, or other contract activities as assigned.

Requirements

• Bachelor's degree required, or an associate degree plus 4 years' experience in lieu of a bachelor's degree, 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

• Bachelor's degree preferred.
• Financial Counseling work experience 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.
• Knowledge of DoD protocols and regulations.

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 operates as a Tobacco-free workplace.