Personal Financial Counselor; Madison, WI

4 weeks ago


Madison, Wisconsin, United States Magellan Health Full time
Job Summary

This 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. The counselor will work closely with installation and military branch Points of Contact (POC) to ensure the program meets the needs of the installation.

Key Responsibilities
  • 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.
  • Responds to requests for age-appropriate classes or seminars.
  • Possesses the skills to effectively utilize virtual counseling or other electronic modes of communication.
  • Manages duty to warn situations according to Department of Defense (DoD) protocol.
  • Communicates with leadership and participates in regular individual and group supervision.
  • Participates in regular in-services/training, quality improvement committees, or other contract activities as assigned/appropriate.
Requirements
  • 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.
  • 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 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).
  • Must have over a thousand hours of financial counseling experience.


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