Financial Counselor

4 weeks ago

Malmstrom Air Force Base, United States Magellan Health Full time
Job Summary

This position provides coverage in short-term, surge, and on-demand situations resulting from military needs. The primary responsibilities include delivering a full range of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services, such as one-on-one counseling, consultation with commanders or other providers, conducting briefings and presentations, or providing referral resources outside of counseling sessions. The successful candidate will work closely with installation and military branch Points of Contact to ensure the program meets the needs of the installation.

Key Responsibilities
  • Deliver personal financial counseling and management services directly to service members and their families.
  • Assist 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.
  • 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.
  • Manage duty to warn situations according to Department of Defense protocol.
  • Communicate with leadership and participate in regular individual and group supervision, sharing information regarding trends and issues on the installations.
  • Participate in regular in-services/training, quality improvement committees, or other contract activities as assigned.

Requirements
  • Bachelor's degree required.
  • May consider applicants with an associate degree plus 4 years' experience in lieu of a bachelor's degree.
  • May consider applicants with 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.
  • 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.

About Magellan Health

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.

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