Jobs · Finance · Illinois

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

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