Jobs · Finance · Nevada

Personal Financial Counselor- Reno, NV

Magellan Health · Reno, NV · 1 mo ago
Finance$58k/yrFull-time

Primary Responsibilities

  • Provide one-on-one counseling, consultation with a commander or with another provider or staff, conduct briefings and presentations, or provide referral resources to a participant outside the context of a counseling session.
  • Work closely with the installation and military branch Points of Contact (POC) to ensure the program is providing within scope and meets the needs of the installation.
  • Offer personal financial counseling and management services directly to service members and their families.
  • Aid service members in establishing a spending plan for extended absences.
  • Develop and make available informational financial materials to service members and families.
  • Coordinate, publicize, and provide a wide variety of Personal Financial Management classes/workshops, covering topics across the military lifecycle, including arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
  • Respond to requests for age-appropriate classes or seminars.
  • Utilize virtual counseling or other electronic modes of communication, such as web-based, secure online chat, or video-based communications and secure video teleconferencing.
  • Manage duty to warn situations according to Department of Defense (DoD) protocol.
  • Communicate with leadership and participate in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned.
  • Participate in regular in-services/training, quality improvement committees, or other contract activities as assigned/appropriate.

Requirements

  • 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.
  • U.S. citizenship and fluency in English. If required by the contract, must be bilingual in English and Spanish.
  • Ability 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 Education - Preferred
  • License and Certifications - Required: AFC, CFP, ChFC
  • Driver License, Valid In State - Other

Skills

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 teleconferencing.

Benefits

Magellan offers a broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing.

Pay

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

Schedule

Not specified

Benefits

Comprehensive benefits package including health, life, voluntary and other benefits and perks.

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