Personal Financial Counselor I
3 days ago
We are seeking a highly skilled Personal Financial Counselor I to join our team at Magellan Health. As a key member of our financial services team, you will provide expert financial guidance and support to military service members and their families.
Key Responsibilities- Provide comprehensive financial counseling and management services to service members and their families, including education and counseling on financial planning, budgeting, and debt management.
- Assist service members in establishing a spending plan for extended absences, ensuring they are prepared for financial stability during their time away.
- Develop and disseminate informational financial materials to service members and families, promoting financial literacy and awareness.
- Coordinate and deliver a wide range of Personal Financial Management classes and workshops, addressing topics across the military lifecycle, including arrival at first duty station, pre- and post-deployment, and personal and career events.
- Respond to requests for age-appropriate classes or seminars, tailoring financial education to meet the needs of diverse service members and families.
- Utilize virtual counseling and electronic communication modes, such as web-based, secure online chat, or video-based communications, to provide flexible and accessible financial support.
- Manage duty to warn situations according to Department of Defense protocol, ensuring the well-being and safety of service members and their families.
- Communicate with leadership and participate in regular individual and group supervision, sharing information on trends and issues affecting the installations to which you are assigned.
- Participate in regular in-services, training, quality improvement committees, or other contract activities as assigned or appropriate.
- Bachelor's degree required; may consider applicants with an associate degree plus 4 years' experience or a high school diploma plus 6 years' experience in lieu of a bachelor's degree.
- Must be a U.S. citizen and speak fluent English; bilingual in English and Spanish may be required by the contract.
- May be required to work outside of traditional office hours to support business needs.
- Must 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).
- Must have over a thousand hours of financial counseling experience.
This position may be eligible for short-term incentives as well as a comprehensive benefits package, including health, life, and voluntary benefits, and perks that enhance your physical, mental, emotional, and financial well-being.
Magellan Health, Inc. is proud to be an Equal Opportunity Employer and a Tobacco-free workplace. EOE/M/F/Vet/Disabled.
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