Personal Financial Counselor, PFC Baumholder, GE

Magellan Health Services; Rheinland-Pfalz; Vor Ort; EUR 40.000 - 80.000; Vollzeit

Zusammenfassung

An established industry player is seeking a dedicated financial counselor to provide personal financial services to military service members and their families. This role involves delivering comprehensive financial counseling, developing educational materials, and coordinating workshops on various financial topics. The ideal candidate will have a strong educational background, relevant certifications, and significant experience in financial counseling. Join a mission-driven team that values compliance and equal opportunity while making a meaningful impact in the lives of service members and their families.

Qualifikationen

• Bachelor's degree required; certifications like AFC, CFP, or ChFC are necessary.
• Over 1,000 hours of financial counseling experience required.

Aufgaben

• Provide personal financial counseling and management services to military families.
• Conduct briefings and coordinate financial management classes.

Kenntnisse

Financial Counseling

Communication Skills

Public Speaking

Bilingual (English/Spanish)

Ausbildung

Bachelor's Degree

Associate Degree + 4 years experience

High School Diploma + 6 years experience

Jobbeschreibung

This position provides personal financial services at assigned military installations. The primary responsibilities include delivering comprehensive financial counseling to military service members and their families. Services encompass one-on-one counseling, consultations with commanders or staff, conducting briefings and presentations, and referring participants to external resources when appropriate. The role involves collaborating with installation and military branch Points of Contact (POC) to ensure the program meets installation needs within scope.

Key duties include:

1. Providing personal financial counseling and management services to service members and their families.
2. Assisting in establishing spending plans for extended absences.
3. Developing and distributing financial informational materials.
4. Coordinating and publicizing Financial Management classes/workshops across various military lifecycle topics, including arrival at first duty station, pre- and post-deployment, and personal/career events.
5. Responding to requests for age-appropriate classes or seminars.
6. Utilizing virtual counseling and electronic communication modes effectively, such as web-based, online chat, or video conferencing, as authorized by the OSD FINRED Program.
7. Managing duty-to-warn situations per DoD protocol.
8. Communicating with leadership and participating in supervision and training activities, sharing trends and issues.
9. Engaging in in-services, quality improvement, or other contractual activities as assigned.
10. Performing all other duties as assigned.

Qualifications include:

• Bachelor's degree required; consideration for an associate degree plus 4 years' experience or a high school diploma plus 6 years' experience.
• Citizenship and fluent English; bilingual in English and Spanish if required by contract.
• Ability to obtain a favorable Tier 2 investigation.
• Certifications such as AFC, CFP, or ChFC are required.
• Over 1,000 hours of financial counseling experience.

Additional details include job title, grade, education and certification requirements, and benefits information. The position emphasizes compliance with security and legal standards and promotes equal employment opportunity.