Personal Financial Counselor, PFC,- Annville PA

About the role

This position provides personal financial services at assigned military installations. Primary responsibilities include financial counseling services to military service members and their families.

Responsibilities

• One-on-one counseling, consultation with commanders, or other providers
• Conducting briefings and presentations
• Providing referral resources to participants outside counseling sessions
• Closely working with installation and military branch Points of Contact to ensure program scope and meeting needs
• Assisting service members in establishing spending plans for extended absences
• Making available informational financial materials to service members and families
• Coordinating, publicizing, and providing a variety of Personal Financial Management classes/workshops
• Responding to requests for age-appropriate classes or seminars
• Utilizing virtual counseling or other electronic modes of communication
• Managing duty to warn situations according to DoD protocol
• Communicating with leadership and participating in regular supervision and training
• Participating in in-services/training and other contract activities as assigned

Requirements

• Bachelor's degree required, or an associate degree plus 4 years' experience, or a high school diploma plus 6 years' experience in lieu of a bachelor's degree
• 3+ years of financial counseling experience
• U.S. citizenship and fluency in English
• If required by the contract, bilingual in English and Spanish
• Able to obtain a favorably adjudicated Tier 2 investigation
• Passes the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process
• One of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)

Qualifications

• Bachelor's degree preferred
• Driver license, valid in state, preferred
• License and certifications: AFC, CFP, ChFC, DL (Driver License)

Skills

• Effective utilization of virtual counseling or electronic communication methods
• Ability to communicate with leadership and participate in supervision and training
• Knowledge of DoD protocols and regulations

Benefits

The position offers a comprehensive benefits package, including health, life, voluntary, and other benefits and perks designed to enhance physical, mental, emotional, and financial wellbeing. Magellan Health, Inc. is committed to being an equal opportunity employer and a tobacco-free workplace.

Pay

Salary range: $58,440 - $93,500

Schedule

Not specified