Assignment-Ready Personal Financial Counselor

Magellan Health, Inc.; United States; On-site; USD 58,000 - 94,000; Full time

Job summary

Magellan Health, Inc. is seeking a Personal Financial Counselor, Assignment Ready Counselor, PFC, Michigan, to deliver comprehensive financial counseling to service members and their families at military installations.

The role requires a Bachelor's degree (or equivalent with experience), 3+ years of financial counseling experience, U.S. citizenship, fluent English, and relevant certifications (AFC, CFP, or ChFC).

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 be able to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
• Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (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.
• Responds to requests for age-appropriate classes or seminars.
• Possess 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.
• All other duties as assigned.

Skills

Financial counseling

English proficiency

Spanish bilingual

Security/compliance awareness

Education

Bachelor's degree

Associate degree + 4 years experience

High school diploma + 6 years experience

Job description

Magellan Health, Inc. is seeking a Personal Financial Counselor, Assignment Ready Counselor, PFC, Michigan, to deliver comprehensive financial counseling to service members and their families at military installations.

The role requires a Bachelor's degree (or equivalent with experience), 3+ years of financial counseling experience, U.S. citizenship, fluent English, and relevant certifications (AFC, CFP, or ChFC).