Personal Financial Counselor, Assignment Ready Counselor, PFC- Rockford, IL
Magellan Health · Rockford, IL · 1 mo ago
Finance$58k/yrPart-time
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.
- Conduct one-on-one counseling, consultations, briefings, and presentations.
- Make available 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, 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, 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.
- Able 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
- May consider applicants with an associate degree plus 4 years' experience in lieu of a bachelor's degree.
- May consider applicants with a high school diploma plus 6 years' experience in lieu of a bachelor's degree.
Skills
- Effective utilization of virtual counseling or other electronic modes of communication.
- Ability to manage duty to warn situations according to DoD protocol.
- Communication and coordination skills.
- Ability to establish spending plans for extended absences.
- Knowledge of financial services and counseling techniques.
Benefits
- Comprehensive benefits package.
- Short-term incentives may be eligible.
Pay
Salary range: $58,440 - $93,500.
Schedule
Not specified.
Location
Rockford, IL