Personal Financial Counselor, PFC - Atlantic City, NJ

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, or providing referrals.
• Works closely with installation and military branch Points of Contact to ensure the program meets the needs of the installation.
• Aids service members in creating spending plans for extended absences.
• Makes available informational financial materials to service members and families.
• Coordinates and provides a variety of Personal Financial Management classes/workshops, covering topics relevant to the military lifecycle.
• Responds to requests for age-appropriate classes or seminars.
• Utilizes virtual counseling or other electronic modes of communication as needed.
• Manages duty to warn situations according to DoD protocol.
• Communicates with leadership and participates in regular supervision and training.
• Participates in in-services/training, quality improvement committees, or 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 a bachelor's degree.
• 3+ years of financial counseling experience.
• U.S. citizenship and fluency in English required. Bilingual in English and Spanish if required by the contract.
• Ability 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

• Required: Financial Counseling Work Experience.
• Preferred: Bachelor's Education.
• License and Certifications: AFC, CFP, ChFC.

Skills

• Effective utilization of virtual counseling or electronic communication methods.
• Communication and coordination skills.
• Ability to manage and respond to duty to warn situations.
• 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