Personal Financial Counselor PFC-Fort Smith, AR

About the role

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

Responsibilities

• Provide one-on-one counseling, consultations, briefings, and presentations.
• Develop and distribute financial materials.
• Coordinate and promote personal financial management classes and workshops.
• Respond to requests for age-appropriate classes or seminars.
• Utilize virtual counseling and electronic communication methods.
• Manage duty-to-warn situations according to DoD protocol.
• Communicate with leadership and participate in supervision and training.
• Participate in in-services, quality improvement committees, and other contract activities.

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.
• Pass 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's license, valid in state, preferred.

Skills

• Effective communication skills.
• Ability to work independently and collaboratively.
• Knowledge of military lifecycle stages.
• Proficiency in virtual counseling and electronic communication methods.

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