Personal Financial Counselor, PFC - Honolulu, HI

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/staff, conducting briefings and presentations, or providing referral resources to participants outside counseling sessions.
• Closely works with installation and military branch Points of Contact to ensure program scope and meeting installation needs.
• Assists service members in establishing spending plans for extended absences.
• Makes available informational financial materials to service members and families.
• Coordinates, publicizes, 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, such as web-based, secure online chat, or video-based communications.
• Manages duty to warn situations according to DoD protocol.
• Communicates with leadership and participates in regular individual and group supervision.
• Participates in regular in-services/training, quality improvement committees, or other contract activities as assigned/appropriate.

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 may be preferred.
• Ability to obtain a favorably adjudicated Tier 2 investigation.
• Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

Qualifications

• Bachelor's degree preferred.

Skills

• Effective utilization of virtual counseling or other electronic modes of communication.
• Strong communication and interpersonal skills.
• Ability to manage multiple tasks and prioritize responsibilities.
• Knowledge of military lifecycle and financial management principles.

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