Personal Financial Counselor, Rio Rancho, NM

4 days ago

Rio Rancho, New Mexico, United States Magellan Health Full time
Job Summary

This position provides personal financial services at assigned military installations. The primary responsibilities include delivering comprehensive personal financial counseling services to military service members and their families at military installations. Services encompass education and counseling addressing financial services, including one-on-one counseling, consultation with commanders or other providers, conducting briefings and presentations, or providing referral resources to participants outside the counseling session. The counselor works closely with installation and military branch Points of Contact (POC) to ensure the program meets the needs of the installation.

Key Responsibilities
  • Delivers 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, covering topics across the military lifecycle, including arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI.
  • Responds to requests for age-appropriate classes or seminars.
  • Possesses 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.
  • 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.
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.
  • If required by the contract, must be bilingual in English and Spanish.
  • 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.

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