Personal Financial Counselor - Rio Rancho, NM

About the role

This position provides personal financial services at assigned military installations. It includes counseling and management services to military service members and their families.

Responsibilities

• One-on-one counseling and consultation with a commander or other providers
• Conducting briefings and presentations
• Providing referral resources to participants outside counseling sessions
• Closely working with installation and military branch Points of Contact to ensure program scope and needs alignment
• Assisting service members in establishing spending plans for extended absences
• Making available informational financial materials to service members and families
• Coordinating and publicizing a wide variety of Personal Financial Management classes/workshops
• Responding to requests for age-appropriate classes or seminars
• Utilizing virtual counseling or other electronic modes of communication as needed
• Managing duty to warn situations according to DoD protocol
• Communicating with leadership and participating in regular supervision and training
• Participating in in-services/training and other contract activities as assigned

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
• 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 communication skills
• Ability to work independently and collaboratively
• Knowledge of military lifecycle stages
• Experience with virtual counseling or electronic communication

Benefits

Magellan offers a comprehensive benefits package including health, life, voluntary, and other perks to enhance physical, mental, emotional, and financial wellbeing.

Pay

The salary range for this position is $58,440 to $93,500 annually, with actual pay adjusted based on individual qualifications and job-related factors.

Schedule

The position is "On-Site" at the Rio Rancho location.