Jobs · Finance · Nevada

Personal Financial Counselor, Assignment Ready Counselor, PFC, Nevada

Magellan Health · Reno, NV · 1 wk ago
Finance$58k/yrPart-time

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 are met.
  • 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, such as web-based, secure online chat, or video-based communications.
  • Manage duty to warn situations according to DoD protocol.
  • Communicate with leadership and participate in regular supervision and training.

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 may be preferred 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 degree preferred.
  • Driver License, Valid In State preferred.
  • License and Certifications: AFC, CFP, ChFC, DL (Driver License, Valid In State) preferred.

Skills

Must possess the skills to effectively utilize virtual counseling or other electronic modes of communication, such as web-based, secure online chat, or video-based communications.

Benefits

Comprehensive benefits package including health, life, voluntary, and other perks to enhance physical, mental, emotional, and financial wellbeing.

Pay

Salary Range: $58,440 - $93,500

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