Assignment-Ready Military Financial Counselor

Magellan Federal; Rockford (IL); On-site; USD 58,000 - 94,000; Full time

Benefits offered by this job

Health benefits

Life insurance

Voluntary benefits

Job summary

Magellan Health in Rockford, IL seeks a Personal Financial Counselor to provide financial education and counseling to service members and their families at military installations. This assignment-ready role covers short-term, surge and on-demand needs, including one-on-one counseling and group workshops.

Responsibilities include developing spending plans, creating financial materials, and coordinating DoD-aligned classes.

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, bilingual in English and Spanish.
• Must be able to obtain a favorably adjudicated Tier 2 investigation.
• Must be able to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
• Must have one of the following certifications: AFC, CFP, or ChFC.

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.
• 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.
• 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.
• All other duties as assigned.

Skills

Financial counseling

Bilingual English-Spanish

U.S. citizenship

AFC CFP ChFC

Education

Bachelor's degree required

Associate degree + 4 years experience considered

High school diploma + 6 years experience considered

Job description

Magellan Health in Rockford, IL seeks a Personal Financial Counselor to provide financial education and counseling to service members and their families at military installations. This assignment-ready role covers short-term, surge and on-demand needs, including one-on-one counseling and group workshops.

Responsibilities include developing spending plans, creating financial materials, and coordinating DoD-aligned classes.