Personal Financial Counselor -Assignment Ready Counselor Utah

About the role

This position provides coverage in short-term, surge, and on-demand situations to meet Military needs, such as post-deployment events or to cover absences of existing counselors. The role delivers personal financial counseling services to military service members and their families at military installations.

Responsibilities

• Provide the full breadth of personal financial counseling services, including one-on-one counseling, consultations, briefings, presentations, and referrals.
• Work closely with installation and military branch Points of Contact (POC) to ensure the program meets installation needs.
• Assist service members in establishing spending plans for extended absences.
• Develop and distribute informational financial materials to service members and families.
• Coordinate, publicize, and provide Personal Financial Management classes/workshops on topics across the military lifecycle (e.g., pre- and post-deployment, first duty station, career events).
• Respond to requests for age-appropriate financial classes or seminars.
• Utilize virtual counseling or electronic communication modes (e.g., web-based, secure online chat, video-based communications, or secure video teleconference) as authorized.
• Manage duty-to-warn situations according to Department of Defense (DoD) protocol.
• Communicate with leadership and participate in regular supervision, sharing trends and issues from assigned installations.
• Participate in in-services, training, quality improvement committees, or other contract activities as assigned.
• Perform additional duties as assigned by leadership.

Requirements

• Bachelor’s degree required. Alternatives:
  • Associate degree plus 4 years of relevant experience.
  • High school diploma plus 6 years of relevant experience.
• 3+ years of financial counseling experience.
• Must be a U.S. citizen and fluent in English. Bilingual in English and Spanish may be required by contract.
• Ability to obtain a favorably adjudicated Tier 2 investigation.
• Must pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
• Must hold one of the following certifications:
  • Accredited Financial Counselor (AFC).
  • Certified Financial Planner (CFP).
  • Chartered Financial Consultant (ChFC).
• Valid driver’s license.

Pay

Salary range: $58,440 – $93,500. This reflects the anticipated base salary range based on current national data. Minimums and maximums may vary by location. Actual pay will be adjusted based on skills, experience, education, and other job-related factors permitted by law. Eligibility for short-term incentives may apply.

Benefits

Magellan offers a comprehensive benefits package, including health, life, voluntary, and other benefits, as well as perks that enhance physical, mental, emotional, and financial well-being.