Jobs · Finance · Tennessee

Personal Financial Counselor - Chattanooga, TN

VetJobs · Chattanooga, TN · 1 mo ago
Finance$45k–$60k/yrFull-time
We need to produce HTML fragment with sections: About the role? The description includes many details. We need to use

for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections when posting has real specific content. We must not repeat job title as heading. Must not include Job ID etc. Remove boilerplate. Must preserve all substantive info. We need to parse the job description. Let's extract content: - Intro: "ATTENTION MILITARY AFFILIATED JOB SEEKERS - Our organization works with partner companies to source qualified talent for their open roles. The following position is available to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers. If you have the required skill set, education requirements, and experience, please click the submit button and follow the next steps. Unless specifically stated otherwise, this role is "On-Site" at the location detailed in the job post." We can treat that as About the role? Probably "About the role" section. - Primary responsibilities: list of duties. We'll put under Responsibilities. - Additional Qualifications/Responsibilities: includes education requirements etc. That's Qualifications/Requirements. - Minimum Education Required: High School/GED. - Additional Qualifications/Responsibilities: Bachelor's degree required. May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor's degree. May consider applicants with a high school diploma plus 6 years' experience in lieu of a bachelor's degree. 3+ years of financial counseling experience. Must be a U.S. citizen and speak fluent English. If required by the contract, must be bilingual in English and Spanish. Be able to obtain a favorably adjudicated Tier 2 investigation. Must be able to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process. Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). - General Job Information: Title Personal Financial Counselor; Chattanooga, TN Grade 24 Work Experience - Required Financial Counseling Work Experience - Preferred Education - Required A Combination of Education and Work Experience May Be Considered., Bachelor's Education - Preferred License and Certifications - Required AFC - Accredited Financial Counselor - EnterpriseEnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterpriseEnterprise, ChFC - Chartered Financial Consultant - EnterpriseEnterpriseEnterprise, DL - Driver License, Valid In State - OtherOtherOther License And Certifications - Preferred Salary Range Salary Minimum $58,440 Salary Maximum $93,500 This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Actual pay will be adjusted based on an individual's skills, experience, education, and other job-related factors permitted by law. This position may be eligible for short-term incentives as well as a comprehensive benefits package. Magellan offers a broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing. City* Chattanooga State* Tennessee Job_Category Finance Job Code Accounting Accountant Affiliate Sponsor Magellan Federal - AFSC Salary Range $45,000-$60,000 We have contradictory salary ranges: earlier $58,440-$93,500, later $45,000-$60,000. We need to preserve all substantive info; we can include both? Might be confusing. Probably we should include both as they appear. But we need to avoid duplication? The instruction: "Preserve ALL substantive information; do NOT invent or summarize away detail." So we need to include both salary ranges as they appear. However we need to avoid duplication of lines? The later "Salary Range $45,000-$60,000" appears after other metadata. We'll include both. We also have benefits: "Magellan offers a broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing." Also "This position may be eligible for short-term incentives as well as a comprehensive benefits package." So we can have Benefits section. Schedule: Not explicitly mentioned; only "On-Site". That could be schedule? Not explicit schedule like full-time/part-time. Might not include Schedule section unless stated. The posting says "Unless specifically stated otherwise, this role is 'On-Site' at the location detailed in the job post." That's location, not schedule. So we may not include Schedule. Pay: we have salary ranges; we can include Pay section. Qualifications: include education, experience, certifications, citizenship, language, clearance, etc. Skills: maybe we can extract skills like financial counseling, virtual counseling, etc. But we may not need separate Skills if covered elsewhere. However we can include Skills if there is specific content. The posting mentions "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 and secure video teleconference sponsored by the customer." That's a skill. Also "Manages duty to warn situations according to DoD protocol." etc. Could be under Responsibilities. Probably we can keep Skills section minimal or omit if not distinct. The instruction: "Prefer a few substantive sections over many thin ones." So we could combine Skills into Responsibilities or Qualifications. But we need to use headings only when there is real specific content. We could have About the role, Responsibilities, Qualifications, Benefits, Pay. That's five sections. Now we need to format using

for each heading, then content: either

for prose,

  • for lists. We need to preserve all substantive info; we must not lose details. Let's extract each piece. About the role: The introductory paragraph about military affiliated job seekers, organization works with partner companies, position available to veterans etc, click submit, On-Site. We'll put that as a

    . Responsibilities: list of duties from "Primary responsibilities include the full breadth..." through "All other duties as assigned." Also includes "The job duties listed above are representative..." We'll capture as bullet list. Let's list responsibilities: - Provide personal financial counseling services to military service members and their families at military installations. - Education and counseling addressing financial services that may include, but are not limited to: - One-on-one counseling - Consultation with a commander or with another provider or staff - Conducting briefings and presentations - Providing referral resources to a participant outside the context of a counseling session - Work closely with installation and military branch Points of Contact (POC) to assure program is within scope and meets installation needs. - Provide personal financial counseling and management services directly to service members and their families. - Assist 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 wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to: - Arrival at first duty station - Pre- and post-deployment - Personal and career events outlined in DoDI 1322.34 - Respond to requests for age-appropriate classes or seminars. - 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 and secure video teleconference sponsored by the customer. Virtual PFC support may only be authorized by OSD FINRED Program office. - Manage duty to warn situations according to Department of Defense (DoD) protocol. - Communicate with leadership and participate in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned. - Participate in regular in-services/training, quality improvement committees or other contract activities as assigned/appropriate. - Perform all other duties as assigned. We could also include "The job duties listed above are representative and not intended to be all-inclusive..." but that's more a note; we could include as a paragraph after list. Qualifications/Requirements: combine education, experience, certifications, citizenship, language, clearance, etc. Let's list: - Minimum Education Required: High School/GED. - Bachelor's degree required. May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor's degree. May consider applicants with a high school diploma plus 6 years' experience in lieu of a bachelor's degree. - 3+ years of financial counseling experience. - Must be a U.S. citizen and speak fluent English. - If required by the contract, must be bilingual in English and Spanish. - Be able to obtain a favorably adjudicated Tier 2 investigation. - Must be able to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process. - Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). - Additionally, from General Job Information: License and Certifications - Required AFC, CFP, ChFC, DL - Driver License, Valid In State. - License and Certifications - Preferred (maybe none specified). - Also note: "Education - Required A Combination of Education and Work Experience May Be Considered., Bachelor's Education - Preferred". We'll incorporate. We'll produce bullet list. Benefits: "This position may be eligible for short-term incentives as well as a comprehensive benefits package. Magellan offers a broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing." Pay: include both salary ranges: - Salary Minimum $58,440, Salary Maximum $93,500 (anticipated base salary range based on current national data; minimums and maximums may vary based on location; actual pay adjusted based on skills, experience, education, etc.) - Also Salary Range $45,000-$60,000 (as noted later). We could combine as two separate statements. We should not include headings for empty sections. Now produce HTML. We need to output only HTML fragment, no /, no markdown fences. Let's craft:

    About the role

    ATTENTION MILITARY AFFILIATED JOB SEEKERS - Our organization works with partner companies to source qualified talent for their open roles. The following position is available to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers. If you have the required skill set, education requirements, and experience, please click the submit button and follow the next steps. Unless specifically stated otherwise, this role is "On-Site" at the location detailed in the job post.

    Responsibilities

    • Provide personal financial counseling services to military service members and their families at military installations.
    • Education and counseling addressing financial services that may include, but are not limited to:
      • One-on-one counseling
      • Consultation with a commander or with another provider or staff
      • Conducting briefings and presentations
      • Providing referral resources to a participant outside the context of a counseling session
    • Work closely with installation and military branch Points of Contact (POC) to assure the program is providing within scope and meets the needs of the installation.
    • Provide personal financial counseling and management services directly to service members and their families.
    • Assist 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 wide variety of Personal Financial Management classes

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