Personal Financial Counselor, Assignment Ready Counselor, Delaware

Magellan Health; New Castle (DE); On-site; USD 58,440 - 93,500; Full time

Benefits offered by this job

Comprehensive benefits package

Short-term incentives

Equal Opportunity Employer

Job summary

Magellan Health is seeking a Personal Financial Counselor to support military service members and their families in Delaware. Responsibilities include conducting financial counseling and workshops, ensuring compliance with military protocols, and managing financial education resources.

The ideal candidate will have a Bachelor's degree, 3+ years of experience in financial counseling, and relevant certifications (AFC, CFP, or ChFC). A competitive salary ranging from $58,440 to $93,500 is offered based on qualifications.

Qualifications

• 3+ years of financial counseling experience required.
• Must be a U.S. citizen and speak fluent English.
• Certifications required: AFC, CFP, or ChFC.

Responsibilities

• Provide personal financial counseling services to military personnel.
• Conduct briefings and presentations on financial topics.
• Assure program adequacy and compliance with military needs.

Skills

Financial counseling expertise

Communication skills

Bilingual (English/Spanish)

Education

Bachelor’s degree

Associate degree plus 4 years’ experience

High school diploma plus 6 years’ experience

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.

Responsibilities

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, and 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) and responds to requests for age‑appropriate classes or seminars.

Possesses 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 the 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.

Job Requirements

1. Bachelor’s degree required. May consider applicants with an associate degree plus 4 years’ experience in lieu of bachelor’s degree.
2. May consider applicants with a high school diploma plus 6 years’ experience in lieu of a bachelor’s degree.
3. 3+ years of financial counseling experience.
4. Must be a U.S. citizen and speak fluent English. If required by the contract, must be bilingual in English and Spanish.
5. Be able to obtain a favorably adjudicated Tier 2 investigation.
6. Must be able to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
7. Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

General Job Information

Title: Personal Financial Counselor, Assignment Ready Counselor, Delaware Grade 24.

Work Experience: Required – Financial Counseling. Work Experience – Preferred.

Education – Required: Bachelor’s. Education – Preferred: Combination of education and work experience may be considered.

License and Certifications – Required: AFC, CFP, or ChFC.

Salary

Salary Minimum: $58,440. Salary Maximum: $93,500. This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary by location. Actual pay will be adjusted based on an individual's skills, experience, education, and other job‑related factors permitted by law.

Benefits

This position may be eligible for short‑term incentives as well as a comprehensive benefits package.

Equity and Compliance

Magellan Health, Inc. is proud to be an Equal Opportunity Employer and a Tobacco‑free workplace. EOE/M/F/Vet/Disabled. Every employee must understand, comply with and attest to the security responsibilities and security controls unique to their position; and comply with all applicable legal, regulatory, and contractual requirements and internal policies and procedures.