Personal Financial Counselor- Albuquerque, NM

Magellan Federal; Albuquerque (NM); On-site; USD 58,440 - 93,500; Full time

Benefits offered by this job

Comprehensive benefits

Short-term incentives

Equal opportunity employer

Tobacco-free workplace

Job summary

Magellan Federal is seeking a Personal Financial Counselor to deliver comprehensive financial counseling services to service members and their families at assigned military installations. Responsibilities include one-on-one counseling, education and workshops, briefings, and referrals, with DoD-compliant processes and optional virtual counseling when authorized.

Ideal candidates bring 3+ years of financial counseling experience, a bachelor's degree or equivalent, U.S.

Qualifications

• Minimum 3+ years of financial counseling experience.
• Bachelor’s degree required; alternatives listed in qualifications may apply.
• U.S. citizenship and fluent English; bilingual in English/Spanish may be required.

Responsibilities

• Provide personal financial counseling and management services to service members and families.
• Help establish spending plans for extended absences.
• Develop and distribute informational financial materials.
• Coordinate and deliver Personal Financial Management classes/workshops.
• Respond to requests for age-appropriate seminars.
• Support virtual counseling and secure online communications as needed.
• Adhere to DoD protocols for duty to warn.
• Communicate with leadership and participate in supervision and contractual activities.
• Engage in in-services and quality improvement committees.
• Perform all other duties as assigned.

Skills

Financial counseling

English fluency

Spanish ability

Education

Bachelor’s degree

Associate degree + 4 years experience

High school diploma + 6 years experience

Job description

This position will provide personal financial services at assigned military installations. 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 to a participant 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 providing 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.

Qualifications

• Bachelor’s degree required. May consider applicants with an associate degree plus 4 years' experience in lieu of a 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).
• Must understand, comply with and attest to the security responsibilities and security controls unique to the position; and comply with all applicable legal, regulatory, and contractual requirements and internal policies and procedures.

Salary Minimum: $58,440. Salary Maximum: $93,500. This position may be eligible for short-term incentives as well as a comprehensive benefits package.

Magellan Health, Inc. is proud to be an Equal Opportunity Employer and a Tobacco-free workplace. EOE/M/F/Vet/Disabled.