Personal Financial Counselor, Assignment Ready Counselor, California

Magellan Health; Port Hueneme (CA); On-site; USD 58,000 - 94,000; Full time

Job summary

Magellan Health in Port Hueneme, CA, seeks a Financial Counselor to provide personal financial counseling to military service members and families. The role includes one-on-one counseling, briefings, and referrals, plus developing informational materials and coordinating classes.

You will utilize virtual counseling where authorized and collaborate with installation leadership to ensure program scope and DoD compliance.

Qualifications

• Bachelor’s degree required. May consider an associate degree plus 4 years’ experience in lieu of a bachelor’s degree.
• 3+ years of financial counseling experience.
• U.S. citizen and fluent in English; bilingual in English and Spanish if required by the contract.
• Ability to obtain a favorably adjudicated Tier 2 investigation.
• Ability to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
• Certifications: AFC, CFP, or ChFC.
• Driver license (in-state) preferred where applicable.

Responsibilities

• Provide personal financial counseling and management services to service members and their families.
• Deliver one-on-one counseling, briefings and presentations, and referrals as appropriate.
• Develop and disseminate informational financial materials and coordinate Personal Financial Management classes/workshops.
• Utilize virtual counseling or electronic communication methods as authorized.
• Collaborate with installation leadership and POCs to ensure program scope and needs are met.
• Respond to requests for age-appropriate classes or seminars.
• Maintain DoD protocol and participate in supervision and quality improvement activities.

Job description

Overview

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 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 provided within scope and meets the needs of the installation. 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 intended to be all-inclusive of what may be expected of an employee assigned to this job. A leader may assign additional or other duties which would align with the intent of this job, without revision to the job description.

Responsibilities

• Provide personal financial counseling and management services to service members and their families.
• Deliver one-on-one counseling, briefings and presentations, and referrals as appropriate.
• Develop and disseminate informational financial materials and coordinate Personal Financial Management classes/workshops.
• Utilize virtual counseling or electronic communication methods as authorized.
• Collaborate with installation leadership and POCs to ensure program scope and needs are met.
• Respond to requests for age-appropriate classes or seminars.
• Maintain DoD protocol and participate in supervision and quality improvement activities.

Qualifications

• Bachelor’s degree required. May consider an associate degree plus 4 years’ experience in lieu of a bachelor’s degree. May consider a high school diploma plus 6 years’ experience in lieu of a bachelor’s degree.
• 3+ years of financial counseling experience.
• U.S. citizen and fluent in English; bilingual in English and Spanish if required by the contract.
• Ability to obtain a favorably adjudicated Tier 2 investigation.
• Ability to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
• Certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
• Driver license (in-state) preferred where applicable.

General Job Information

Salary Range: Minimum $58,440 – Maximum $93,500. This information reflects the anticipated base salary range for this position based on current national data. 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 is an Equal Opportunity Employer and a Tobacco-free workplace. EOE/M/F/Vet/Disabled.

Magellan is committed to equal employment opportunities to employees and applicants without regard to race, color, creed, religion, sex, gender identity and expression, sexual orientation, marital status, age, national origin, ancestry, citizenship, physical or mental disability, disabled veteran or veteran of the Vietnam Era status, or any other factors protected by law.

Magellan is committed to meeting applicable Federal labor and employment law posting requirements by providing necessary posters in a format which is easily accessible and conspicuous to all applicants.