Personal Financial Counselor

4 months ago


Lynchburg, United States Magellan Health Full time

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.


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.

May be required to work outside of traditional office hours (e.g., weekends) to support business needs.

Be 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).

General Job Information

Title
Personal Financial Counselor - Army National Guard, Lynchburg, VA

Grade
23

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 - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant - Enterprise, DL - Driver License, Valid In State - Other

License and Certifications - Preferred

Salary Range

Salary Minimum:
$53,125
Salary Maximum:
$84,995

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.

Magellan Health, Inc. is proud to be an Equal Opportunity Employer and a Tobacco-free workplace. EOE/M/F/Vet/Disabled.
Every employee must understand, comply with and attest to the security responsibilities and security controls unique to their position; and comply with all applicable legal, regulatory, and contractual requirements and internal policies and procedures.

  • Lynchburg, United States Magellan Health Full time

    Job SummaryThis position provides personal financial services at assigned military installations. The primary responsibilities include delivering comprehensive financial counseling services to military service members and their families. Services encompass education and counseling addressing financial services, including one-on-one counseling, consultation...


  • Lynchburg, United States Magellan Health Full time

    Job SummaryMagellan Health is seeking a skilled Personal Financial Counselor to provide personal financial services at assigned military installations. As a key member of our team, you will be responsible for delivering a wide range of personal financial counseling services to military service members and their families. Your primary responsibilities will...


  • Lynchburg, United States Magellan Health Full time

    Job SummaryThis position provides personal financial services at assigned military installations. The primary responsibilities include offering a full range of personal financial counseling services to military service members and their families at military installations. These services may include one-on-one counseling, consultation with a commander or...


  • Lynchburg, Virginia, United States Dover Corporation Full time

    Job Summary:The Financial Planning Manager will be responsible for developing and implementing financial plans and strategies to support the company's growth and profitability. This includes analyzing financial data, identifying trends and opportunities, and developing recommendations for improvement.Key Responsibilities:Develop and implement financial plans...


  • Lynchburg, United States Action Personnel Inc Full time

    Description The Manager of Financial Planning & Reporting will lead and oversee financial planning and reporting functions, working closely with senior leadership and various departments to support business decision-making and operational efficiency. This role requires extensive experience in financial management within a manufacturing environment, strong...


  • Lynchburg, United States Centra Health Full time

    Position: _Licensed Psychiatric Therapists (Inpatient or Outpatient Opportunities) _ Schedule: Full Time, Part Time, or PRN available Organization: Centra Health Location: Multiple locations available About Centra Health: Set in the heart of Central Virginia, Centra Health is a regional, nonprofit healthcare system including four hospitals, a network of...


  • Lynchburg, United States Centra Health Full time

    *Position:* _Licensed Psychiatric Therapists (Inpatient or Outpatient Opportunities) _*Schedule:* Full Time, Part Time, or PRN available*Organization:* Centra Health*Location:* Multiple locations available*About Centra Health:*Set in the heart of Central Virginia, *Centra Health* is a regional, nonprofit healthcare system including four hospitals, a network...


  • Lynchburg, Ohio, United States H&R Block Full time

    As a key member of the H&R Block team, you will be responsible for providing exceptional customer service to clients. Your duties will include greeting clients in a personalized and inviting manner, matching clients with the best-suited tax professional for their needs, and scheduling clients according to their preferences. You will also be responsible for...


  • Lynchburg, United States Centra Medical Group Full time

    Lynchburg – Hematology/Oncology Physician Hematology/ Oncology at the Alan B. Pearson Cancer Center in Lynchburg, Virginia is seeking a board-eligible or board-certified physician to join diverse and passionate providers. The group is the community's #1 most referred practice.Our Vision and Where You Fit InCentra values integrity, excellence, respect, and...

  • Resident Clinician

    1 week ago


    Lynchburg, United States Patrick Henry Family Services Operations, Inc. Full time

    Job Type Full-time Description JOB TITLE: Resident Clinician - OutpatientDepartment: FIVE18 Counseling Job Status: Active FLSA Status: Non-exempt Reports To: Director of Clinical Training Grade/Level: Resident Clinician Amount of Travel Required: 0% of travel time required; will depend on clinician's interest in providing services at different office...

  • Operations Intern

    1 week ago


    Lynchburg, United States Regional Management Corp Full time

    Are you ready to take your career to the next level? Regional strives to positively impact the financial lives of our customers.For over 35 years, our Team Members have been passionate about supporting customers through their financial challenges in life. They take pleasure in finding solutions and lending a helping hand, both to our customers and our...


  • Lynchburg, United States Food Lion Full time

    Category/Area of Expertise: Retail Operations Job Requisition: 332372_external_USA-VA-Lynchburg Address: USA-VA-Lynchburg-2225 Florida Ave Store Code: Store 00992 Deli (7217752) Food Lion has been providing an easy, fresh and affordable shopping experience to the communities we serve since 1957. Today, our 82,000 associates serve more than 10 million...


  • Lynchburg, United States Food Lion Full time

    Category/Area of Expertise: Retail Operations Job Requisition: 332372_external_USA-VA-Lynchburg Address: USA-VA-Lynchburg-2225 Florida Ave Store Code: Store 00992 Deli (7217752) Food Lion has been providing an easy, fresh and affordable shopping experience to the communities we serve since 1957. Today, our 82,000 associates serve more than 10 million...


  • Lynchburg, Ohio, United States H&R Block Full time

    Client Services ProfessionalWe are seeking a highly skilled and organized Client Services Professional to join our team at H&R Block. As a key member of our office, you will be responsible for providing exceptional customer service to our clients, ensuring their needs are met and exceeded.Key Responsibilities:Greet clients in a personalized and friendly...


  • Lynchburg, Virginia, United States Emerge Talent Cloud Full time

    Job OverviewFleet Laboratories is a global leader in personal health and beauty products, with a 150+ year history of innovation and adaptability. We're seeking a skilled Consumer Communications Specialist to serve as a product expert, handling consumer and medical professional contacts related to adverse events, product inquiries, and complaints.Key...


  • Lynchburg, Virginia, United States OneStaff Medical Full time

    Unlock Your Nursing PotentialWe are OneStaff Medical, a nationally-recognized and independently-owned staffing firm dedicated to helping you find your dream assignment. With a strong work ethic forged in the Midwest, we stand by your side to provide exceptional care to adult patients in a variety of settings. As a Medical-Surgical nurse, you will provide...


  • Lynchburg, Virginia, United States OneStaff Medical Full time

    X-ray Technicians use cutting-edge imaging methods to visualize the inside of the human body. The pictures they create help physicians to diagnose and treat illnesses or injuries with great accuracy.At OneStaff Medical, we are seeking a skilled X-ray Technician to join our team.As an X-ray Technician, you will be responsible for operating imaging equipment...


  • Lynchburg, Virginia, United States Best Buy Full time

    Job SummaryWe are seeking a highly motivated and customer-focused individual to join our team as a Technology Support Specialist. As a key member of our sales floor team, you will be responsible for providing exceptional customer service and technical support to our customers.Key ResponsibilitiesProvide timely and effective technical support to...


  • Lynchburg, Virginia, United States OneStaff Medical Full time

    Travel Nuclear Medicine Specialist OpportunityWe are OneStaff Medical, a nationally-recognized and independently-owned staffing firm dedicated to helping medical professionals find their dream assignments. Our team is forged in the Midwest, where we value hard work and dedication. We are seeking a like-minded Travel Nuclear Medicine Specialist to join our...


  • Lynchburg, United States CenterWell Home Health Full time

    Become a part of our caring community and help us put health first The Medical Social Worker participates in the interdisciplinary care provided to home health patients. The Medical Social Worker functions to evaluate and develop a plan of care personalized to fit the patient’s emotional and social needs. The Medical Social Worker provides direction and...