On-Demand Military Personal Financial Counselor (Remote)

Magellan Health; United States; A distancia; USD 58.000 - 94.000; Jornada completa

Descripción de la vacante

Magellan Health invites applications for a Personal Financial Counselor assigned to Dallas, TX. The role provides coverage in short-term surge and on-demand military support, delivering comprehensive financial counseling to service members and families at installations.

Counselors conduct one-on-one sessions, briefings and workshops, and coordinate with DoD sponsors to keep services within scope. Responsibilities include creating spending plans for extended absences, producing financial

Formación

• 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).

Responsabilidades

• 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.
• Utilizes virtual counseling or other electronic modes of communication as needed.
• Manages duty to warn situations according to DoD protocol.
• Communicates with leadership and participates in regular supervision.
• Participates in regular in-services/training and other contract activities.

Conocimientos

Fluent English

Educación

Bachelor's degree

Associate degree + 4 years experience

High school diploma + 6 years experience

Descripción del empleo

Magellan Health invites applications for a Personal Financial Counselor assigned to Dallas, TX. The role provides coverage in short-term surge and on-demand military support, delivering comprehensive financial counseling to service members and families at installations.

Counselors conduct one-on-one sessions, briefings and workshops, and coordinate with DoD sponsors to keep services within scope. Responsibilities include creating spending plans for extended absences, producing financial