Personal Financial Counselor Fort Sill, OK
Magellan Federal · Corral Crossing, OK · 1 mo ago
Finance$58k/yrFull-time
We need to produce HTML fragment with headings for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title as heading. No Job ID etc. Remove boilerplate. Must preserve all substantive info.
We need to parse the posting.
Key content:
- Position provides personal financial services at assigned military installations.
- Primary responsibilities: full breadth of personal financial counseling services to military service members and families at installations.
- Services include education and counseling addressing financial services that may include, but are not limited to: one-on-one counseling, consultation with commander or another provider or staff, conducting briefings and presentations, providing referral resources to a participant outside counseling session.
- Works closely with installation and military branch POC to assure program within scope and meets needs.
- Provides personal financial counseling and management services directly to service members and families.
- Assists service members in establishing a spending plan for extended absences.
- Develops and makes available informational financial materials to service members and families.
- Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including arrival at first duty station, pre- and post-deployment, personal and career events outlined in DoDI 1322.34.
- Responds to requests for age-appropriate classes or seminars.
- Possess 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.
- Manages duty to warn situations according to DoD protocol.
- Communicates with leadership and participates in regular individual and group supervision, sharing information regarding trends and issues on the installations.
- Participates in regular in-services/training, quality improvement committees or other contract activities as assigned/appropriate.
- All other duties as assigned.
- The job duties listed above are representative and not intended to be all-inclusive... (we can keep but maybe not needed; it's generic but still substantive? Might be considered filler but it's part of description. We'll keep as part of responsibilities.)
Then "Other Job Requirements" section: 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).
Then "General Job Information": Title Personal Financial Counselor Fort Sill, OK 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. Magellan Health, Inc. is proud to be an Equal Opportunity Employer and a Tobacco-free workplace. EOE/M/F/Vet/Disabled. Every employee must understand, comply with and attest to the security responsibilities and security controls unique to their position; and comply with all applicable legal, regulatory, and contractual requirements and internal policies and procedures.
We need to remove EEO boilerplate etc. Remove "Magellan Health, Inc. is proud to be an Equal Opportunity Employer and a Tobacco-free workplace. EOE/M/F/Vet/Disabled." Also remove "Every employee must understand..." maybe considered boilerplate? It's about security responsibilities; might be considered boilerplate but it's specific to position? It's generic but maybe keep? The instruction: Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The security responsibilities line might be considered legal boilerplate; but it's about compliance. Might be considered boilerplate. Safer to remove it.
We need to keep substantive info: location (Fort Sill, OK), grade 24, salary range, benefits mention (short-term incentives, comprehensive benefits package, health, life, voluntary and other benefits and perks). Also mention that 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.
Thus we have Benefits section: health, life, voluntary, other benefits and perks; short-term incentives; comprehensive benefits package.
Pay section: Salary Minimum: $58,440 Salary Maximum: $93,500; note that minimums and maximums may vary based on location; actual pay adjusted based on skills etc.
Schedule: Not mentioned. So we should not include Schedule section.
Qualifications vs Requirements vs Skills: We need to decide which sections to use. The posting includes "Other Job Requirements" (education, experience, certifications, citizenship, language, clearance). Also "General Job Information" includes Title, location, grade, work experience required/preferred, education required/preferred, license and certifications required/preferred. There's also mention of "Skills" maybe not explicit but we can infer skills: financial counseling, virtual counseling, etc. But we should not invent. Better to put Requirements section for education, experience, certifications, citizenship, language, clearance. Qualifications maybe for preferred qualifications? Could combine. But we need to follow instruction: Use headings only when posting has real, specific content for it. So we can have:
- About the role (maybe a brief paragraph summarizing role)
- Responsibilities (list of duties)
- Requirements (education, experience, certifications, citizenship, language, clearance)
- Qualifications (maybe preferred qualifications: associate degree + 4 years, high school + 6 years, bilingual, etc.) But those are actually alternatives to requirements; they are part of requirements. Might be better to put them under Requirements.
- Skills: maybe we can list skills like financial counseling, virtual counseling, communication, etc. But those are described in responsibilities. Could create a Skills section summarizing: financial counseling, virtual counseling, presentation, etc. However we must not invent details not explicitly stated as skills. The posting mentions "Possess the skills to effectively utilize virtual counseling or other electronic modes of communication". That's a skill. Also "Communicates with leadership". Could list.
But we need to avoid thin sections. Perhaps combine Requirements and Qualifications into one section called Requirements (or Qualifications). But we need to follow the allowed headings list; we can choose which to include. The instruction: Use
for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title as heading. No Job ID etc. Remove boilerplate. Must preserve all substantive info.
We need to parse the posting.
Key content:
- Position provides personal financial services at assigned military installations.
- Primary responsibilities: full breadth of personal financial counseling services to military service members and families at installations.
- Services include education and counseling addressing financial services that may include, but are not limited to: one-on-one counseling, consultation with commander or another provider or staff, conducting briefings and presentations, providing referral resources to a participant outside counseling session.
- Works closely with installation and military branch POC to assure program within scope and meets needs.
- Provides personal financial counseling and management services directly to service members and families.
- Assists service members in establishing a spending plan for extended absences.
- Develops and makes available informational financial materials to service members and families.
- Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including arrival at first duty station, pre- and post-deployment, personal and career events outlined in DoDI 1322.34.
- Responds to requests for age-appropriate classes or seminars.
- Possess 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.
- Manages duty to warn situations according to DoD protocol.
- Communicates with leadership and participates in regular individual and group supervision, sharing information regarding trends and issues on the installations.
- Participates in regular in-services/training, quality improvement committees or other contract activities as assigned/appropriate.
- All other duties as assigned.
- The job duties listed above are representative and not intended to be all-inclusive... (we can keep but maybe not needed; it's generic but still substantive? Might be considered filler but it's part of description. We'll keep as part of responsibilities.)
Then "Other Job Requirements" section: 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).
Then "General Job Information": Title Personal Financial Counselor Fort Sill, OK 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. Magellan Health, Inc. is proud to be an Equal Opportunity Employer and a Tobacco-free workplace. EOE/M/F/Vet/Disabled. Every employee must understand, comply with and attest to the security responsibilities and security controls unique to their position; and comply with all applicable legal, regulatory, and contractual requirements and internal policies and procedures.
We need to remove EEO boilerplate etc. Remove "Magellan Health, Inc. is proud to be an Equal Opportunity Employer and a Tobacco-free workplace. EOE/M/F/Vet/Disabled." Also remove "Every employee must understand..." maybe considered boilerplate? It's about security responsibilities; might be considered boilerplate but it's specific to position? It's generic but maybe keep? The instruction: Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The security responsibilities line might be considered legal boilerplate; but it's about compliance. Might be considered boilerplate. Safer to remove it.
We need to keep substantive info: location (Fort Sill, OK), grade 24, salary range, benefits mention (short-term incentives, comprehensive benefits package, health, life, voluntary and other benefits and perks). Also mention that 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.
Thus we have Benefits section: health, life, voluntary, other benefits and perks; short-term incentives; comprehensive benefits package.
Pay section: Salary Minimum: $58,440 Salary Maximum: $93,500; note that minimums and maximums may vary based on location; actual pay adjusted based on skills etc.
Schedule: Not mentioned. So we should not include Schedule section.
Qualifications vs Requirements vs Skills: We need to decide which sections to use. The posting includes "Other Job Requirements" (education, experience, certifications, citizenship, language, clearance). Also "General Job Information" includes Title, location, grade, work experience required/preferred, education required/preferred, license and certifications required/preferred. There's also mention of "Skills" maybe not explicit but we can infer skills: financial counseling, virtual counseling, etc. But we should not invent. Better to put Requirements section for education, experience, certifications, citizenship, language, clearance. Qualifications maybe for preferred qualifications? Could combine. But we need to follow instruction: Use headings only when posting has real, specific content for it. So we can have:
- About the role (maybe a brief paragraph summarizing role)
- Responsibilities (list of duties)
- Requirements (education, experience, certifications, citizenship, language, clearance)
- Qualifications (maybe preferred qualifications: associate degree + 4 years, high school + 6 years, bilingual, etc.) But those are actually alternatives to requirements; they are part of requirements. Might be better to put them under Requirements.
- Skills: maybe we can list skills like financial counseling, virtual counseling, communication, etc. But those are described in responsibilities. Could create a Skills section summarizing: financial counseling, virtual counseling, presentation, etc. However we must not invent details not explicitly stated as skills. The posting mentions "Possess the skills to effectively utilize virtual counseling or other electronic modes of communication". That's a skill. Also "Communicates with leadership". Could list.
But we need to avoid thin sections. Perhaps combine Requirements and Qualifications into one section called Requirements (or Qualifications). But we need to follow the allowed headings list; we can choose which to include. The instruction: Use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can pick any of those that have content.
Thus we can have:
About the role
About the role
... summary
Responsibilities
- ...
Requirements
- ...
Benefits
- ...
Pay
...
We should not include Schedule. Now we need to preserve all substantive information. Let's extract details. About the role: Could be a short paragraph: "This position provides personal financial services at assigned military installations, delivering the full breadth of personal financial counseling services to military service members and their families." That's from posting. Responsibilities: list each duty. Let's list: - 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 arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34). - Respond to requests for age-appropriate classes or seminars. - Conduct one-on-one counseling, consultation with a commander or another provider or staff, conduct briefings and presentations, and provide referral resources to participants outside counseling sessions. - Work closely with installation and military branch Points of Contact (POC) to ensure the program is within scope and meets installation needs. - Possess skills to effectively utilize virtual counseling or other electronic modes of communication (web-based, secure online chat, video-based communications, 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. - Participate in regular in-services/training, quality improvement committees, or other contract activities as assigned/appropriate. - Perform other duties as assigned. We should not duplicate. Also note "Services include 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, or providing referral resources to a participant outside the context of a counseling session." That's covered. Now Requirements: Let's list: - Bachelor's degree required (or associate degree plus 4 years' experience, or high school diploma plus 6 years' experience in lieu of 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. - Must 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). Also maybe include "Grade 24" and location? Those are more job info; could be in About the role or a separate "Job Information" but not in allowed headings. Could include location in About the role. We could also include "Work Experience - Required Financial Counseling Work Experience - Preferred" etc. But we already have experience requirement. Now Benefits: From posting: - 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. Thus Benefits list: - Short-term incentives - Comprehensive benefits package - Health benefits - Life benefits - Voluntary benefits - Other benefits and perks enhancing physical, mental, emotional, and financial wellbeing We could combine. Pay: Salary Minimum: $58,44