Jobs · Finance · North Carolina

Personal Financial Counselor - Raleigh, NC

VetJobs · Raleigh, NC · 1 mo ago
Finance$45k–$60k/yrFull-time
We need to output HTML fragment with sections for headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. Remove boilerplate, etc. We need to parse the job description. Let's extract relevant content. Job Description text: "ATTENTION MILITARY AFFILIATED JOB SEEKERS - Our organization works with partner companies to source qualified talent for their open roles. The following position is available to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers. If you have the required skill set, education requirements, and experience, please click the submit button and follow the next steps. Unless specifically stated otherwise, this role is "On-Site" at the location detailed in the job post. This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Works closely with the installation and military branch Points of Contact (POC) to assure that the program is providing within scope and meets the needs of the installation. Provides personal financial counseling and management services directly to service members and their families. Assists service members in establishing a spending plan for extended absences. Develops and makes available informational financial materials to service members and families. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34. Responds to requests for age-appropriate classes or seminars. Possess the skills to effectively utilize virtual counseling or other electronic modes of communication, such as web based, secure online chat, or video-based communications and secure video teleconference sponsored by the customer. Virtual PFC support may only be authorized by OSD FINRED Program office. Manages duty to warn situations according to Department of Defense (DoD) protocol. Communicates with leadership and participates in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned. Participates in regular in-services/training, quality improvement committees or other contract activities as assigned/appropriate. All other duties as assigned. The job duties listed above are representative and not intended to be all-inclusive of what may be expected of an employee assigned to this job. A leader may assign additional or other duties which would align with the intent of this job, without revision to the job description. Auto req ID 483408BR Minimum Education Required High School/GED Additional Qualifications/Responsibilities Other Job Requirements Responsibilities Bachelor's degree required. May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor's degree. May consider applicants with a high school diploma plus 6 years' experience in lieu of a bachelor's degree. 3+ years of financial counseling experience. Must be a U.S. citizen and speak fluent English. If required by the contract, must be bilingual in English and Spanish. 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 have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). General Job Information Title Personal Financial Counselor - Raleigh, NC Grade 24 Work Experience - Required Financial Counseling Work Experience - Preferred Education - Required A Combination of Education and Work Experience May Be Considered., Bachelor's Education - Preferred License and Certifications - Required AFC - Accredited Financial Counselor - EnterpriseEnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterpriseEnterprise, ChFC - Chartered Financial Consultant - EnterpriseEnterpriseEnterprise, DL - Driver License, Valid In State - OtherOtherOther License And Certifications - Preferred Salary Range Salary Minimum $58,440 Salary Maximum $93,500 This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Actual pay will be adjusted based on an individual's skills, experience, education, and other job-related factors permitted by law. This position may be eligible for short-term incentives as well as a comprehensive benefits package. Magellan offers a broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing. City* Raleigh State* North Carolina Job_Category Finance Job Code Accounting Accountant Affiliate Sponsor Magellan Federal - AFSC Salary Range $45,000-$60,000" We need to extract sections: - About the role: maybe a summary paragraph describing role. Could be first paragraph: "Our organization works with partner companies to source qualified talent for their open roles. The following position is available to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers." Also mention location: On-Site at location detailed. Provide personal financial services at assigned military installations. Could be about role. - Responsibilities: list of duties: one-on-one counseling, consultation, briefings, presentations, referral resources, works with POC, provides counseling, assists spending plan, develops informational materials, coordinates classes/workshops, responds to requests, utilizes virtual counseling, manages duty to warn, communicates with leadership, participates in supervision, participates in training, etc. - Requirements: education, experience, certifications, citizenship, language, clearance, etc. - Qualifications: maybe overlapping with requirements; but we can combine. - Skills: maybe virtual counseling, counseling skills, etc. - Benefits: mention comprehensive benefits package, health, life, voluntary, other perks. - Pay: salary range $58,440 - $93,500 (also later mentions $45,000-$60,000 contradictory; but we need to preserve all substantive info; there are two salary ranges mentioned: first $58,440-$93,500, later "Salary Range $45,000-$60,000". Both are substantive; we should include both? Might be confusion; but we must preserve all substantive info. Could list both ranges. - Schedule: maybe On-Site (mentioned). Also maybe schedule not given; but we have "On-Site". Could include schedule as On-Site. We must not create sections with filler like "commensurate with experience". We have actual content. We need to use

for section headings. Use
  • for any list of duties/requirements/benefits. Use

    for prose. We must not repeat job title as heading. Do not put Job ID/requisition numbers as headings; fold minor metadata into short

    or drop it. We must remove cookie/navigation/legal/EEO etc. Not present. We must output only HTML fragment. Let's craft sections: About the role: a paragraph summarizing role and target audience. Responsibilities: list bullet points. Requirements: maybe combine education, experience, certifications, citizenship, language, clearance, etc. Could be bullet list. Qualifications: maybe we could skip if overlapping; but we need to include only if real specific content. There is "General Job Information" with Title, Grade, etc. Might be considered qualifications. But we can include a Qualifications section for things like Grade 24, etc. However that might be minor metadata. Could fold into Requirements. Skills: maybe list skills like virtual counseling, counseling, communication, etc. Benefits: bullet list of benefits: comprehensive benefits package, health, life, voluntary, other perks. Pay: include both salary ranges. Schedule: On-Site. Let's extract details precisely. From text: - "Our organization works with partner companies to source qualified talent for their open roles. The following position is available to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers." - "Unless specifically stated otherwise, this role is "On-Site" at the location detailed in the job post." - "This position will provide personal financial services at assigned military installations." - Primary responsibilities list: - "the full breadth of personal financial counseling services to military service members and their families at military installations." - Services include education and counseling addressing financial services that may include, but are not limited to: - one-on-one counseling - consultation with a commander or with another provider or staff - conducting briefings and presentations - providing referral resources to a participant outside the context of a counseling session - Works closely with the installation and military branch Points of Contact (POC) to assure that the program is providing within scope and meets the needs of the installation. - Provides personal financial counseling and management services directly to service members and their families. - Assists service members in establishing a spending plan for extended absences. - Develops and makes available informational financial materials to service members and families. - Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34. - Responds to requests for age-appropriate classes or seminars. - Possess the skills to effectively utilize virtual counseling or other electronic modes of communication, such as web based, secure online chat, or video-based communications and secure video teleconference sponsored by the customer. - Virtual PFC support may only be authorized by OSD FINRED Program office. - Manages duty to warn situations according to Department of Defense (DoD) protocol. - Communicates with leadership and participates in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned. - Participates in regular in-services/training, quality improvement committees or other contract activities as assigned/appropriate. - All other duties as assigned. - Education/Experience: - Minimum Education Required High School/GED (but later says Bachelor's degree required; may consider associate + 4 years, or HS + 6 years). So we need to capture that. - 3+ years of financial counseling experience. - Must be a U.S. citizen and speak fluent English. - If required by the contract, must be bilingual in English and Spanish. - 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 have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). - General Job Information: - Title Personal Financial Counselor - Raleigh, NC - Grade 24 - Work Experience - Required Financial Counseling Work Experience - Preferred - Education - Required A Combination of Education and Work Experience May Be Considered., Bachelor's Education - Preferred - License and Certifications - Required AFC - Accredited Financial Counselor - EnterpriseEnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterpriseEnterprise, ChFC - Chartered Financial Consultant - EnterpriseEnterpriseEnterprise, DL - Driver License, Valid In State - OtherOtherOther License And Certifications - Preferred - Salary Range: - Salary Minimum $58,440 Salary Maximum $93,500 - This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Actual pay will be adjusted based

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