Personal Financial Counselor - Fort Campbell, KY

This position is available to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers.

About the role

This position will provide personal financial services at assigned military installations, including the full breadth of personal financial counseling services to military service members and their families.

Responsibilities

• Provide one-on-one 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 distribute informational financial materials to service members and families.
• Coordinate, publicize, and provide a wide variety of Personal Financial Management classes/workshops on topics across the military lifecycle (e.g., arrival at first duty station, pre- and post-deployment, personal and career events).
• Respond to requests for age-appropriate financial classes or seminars.
• Utilize virtual counseling or other electronic modes of communication (e.g., web-based, secure online chat, video-based communications, secure video teleconference).
• Manage duty-to-warn situations according to Department of Defense (DoD) protocol.
• Communicate with leadership and participate in regular individual and group supervision, sharing trends and issues on assigned installations.
• Participate in regular in-services/training, quality improvement committees, or other contract activities as assigned.
• Work closely with installation and military branch Points of Contact (POC) to ensure the program meets installation needs.

Requirements

• Bachelor’s degree required. May consider applicants with an associate degree plus 4 years of relevant experience or a high school diploma plus 6 years of relevant experience in lieu of a bachelor’s degree.
• 3+ years of financial counseling experience.
• Must be a U.S. citizen and fluent in English. If required by the contract, must be bilingual in English and Spanish.
• Must be able 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), or Chartered Financial Consultant (ChFC).
• Valid driver’s license.

Pay

Salary range: $58,440 – $93,500. Actual pay will be adjusted based on skills, experience, education, and other job-related factors permitted by law. This position may also be eligible for short-term incentives.

Benefits

Magellan offers a comprehensive benefits package, including a broad range of health, life, voluntary, and other benefits and perks that enhance physical, mental, emotional, and financial wellbeing.