Personal Financial Counselor, Hawaii

About the role

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

Responsibilities

• Provide one-on-one financial counseling, consultation with commanders or other providers, and conduct briefings and presentations
• Offer referral resources to participants outside the context of counseling sessions
• Work closely with installation and military branch Points of Contact (POC) to ensure program scope and installation needs are met
• Assist service members in establishing spending plans for extended absences
• Develop and make available informational financial materials to service members and families
• Coordinate, publicize, and provide Personal Financial Management classes/workshops across the military lifecycle, including arrival at first duty station, pre- and post-deployment, and career events outlined in DoDI 1322.34
• Respond to requests for age-appropriate classes or seminars
• Utilize virtual counseling and electronic communication methods including web-based, secure online chat, video-based communications, and secure video teleconference (virtual support only as 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 assigned installations
• Participate in regular in-services, training, quality improvement committees, and other contract activities as assigned

Requirements

• Bachelor's degree required (associate degree plus 4 years' experience or high school diploma plus 6 years' experience may be considered in lieu of bachelor's degree)
• 3+ years of financial counseling experience
• Must be a U.S. citizen and speak fluent English
• 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 hold one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)
• Valid in-state driver's license required

Pay

Salary range: $58,440 - $93,500, based on location, skills, experience, education, and other job-related factors. This position may be eligible for short-term incentives.

Benefits

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