Assignment Ready Counselor PFC; NC

Magellan Federal; Raleigh (NC); On-site; USD 80,000 - 100,000; Part time

Job summary

A leading consulting firm is seeking a part-time Assignment Ready Counselor to provide personal financial counseling to military service members and their families. This role involves developing financial materials, conducting workshops, and utilizing virtual communication. Candidates must have a bachelor's degree (or equivalent experience) and certifications like AFC, CFP, or ChFC. Competitive benefits and flexible work options are offered.

Qualifications

• 3+ years of financial counseling experience required.
• Must be a U.S. citizen and speak fluent English.
• Must have one of the following certifications: AFC, CFP, or ChFC.

Responsibilities

• Provides personal financial counseling and management services.
• Assists service members in establishing a spending plan.
• Develops informational financial materials for service members.

Skills

Financial counseling

Communication skills

Public speaking

Bilingual in English and Spanish

Education

Bachelor's degree

Associate degree plus 4 years' experience

High school diploma plus 6 years' experience

Job description

Overview

Join to apply for the Assignment Ready Counselor PFC; NC role at Magellan Federal.

This position will provide coverage in short-term, surge and on-demand situations resulting from military needs such as a post-deployment event or to cover an existing assignment for counselors who are absent. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations.

Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources outside the context of a counseling session. Works closely with the installation and military branch Points of Contact (POC) to assure that the program is provided within scope and meets the needs of the installation.

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, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
• Responds to requests for age-appropriate classes or seminars.
• Possess 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. Virtual PFC support may only be authorized by OSD FINRED Program office.
• 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.

The job duties listed above are representative and not all-inclusive. A leader may assign additional duties aligned with the intent of this job without revision to the job description.

Qualifications

• 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.
• 3+ years of financial counseling experience.
• 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).

General Job Information

• Title: Assignment Ready Counselor PFC; NC
• Grade: 23
• Work Experience - Required: Financial Counseling
• Work Experience - Preferred: (not specified)
• Education - Required: A combination of Education and Work Experience May Be Considered, Bachelor's
• Education - Preferred:
• License and Certifications - Required: AFC, CFP, ChFC, DL (Driver License, Valid In-State)
• License And Certifications - Preferred:

This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Actual pay will be adjusted based on an individual's skills, experience, education, and other job-related factors permitted by law.

This position may be eligible for short-term incentives as well as a comprehensive benefits package. Magellan offers a broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing.

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.

Job Information

• Seniority level: Mid-Senior level
• Employment type: Part-time
• Job function: Other
• Industries: Business Consulting and Services