Personal Financial Counselor, Assignment Ready Counselor - New Jersey

Magellan Federal; Atlantic City (NJ); Presencial; USD 59 000 - 94 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Benefits package

Health insurance

Resumo da oferta

Magellan Health, Inc. seeks a Personal Financial Counselor, Assignment Ready Counselor in New Jersey to deliver financial education and one-on-one counseling to military service members and their families at installations.

Duties include budgeting guidance, group presentations, and referrals to off-base resources, with regular collaboration with installation POCs. The role requires a Bachelor's degree, 3+ years of counseling experience, DoD compliance, and certifications such as AFC, CFP, or

Qualificações

• Bachelor's degree required.
• 3+ years of financial counseling experience.
• Must be a U.S. citizen and speak fluent English.
• If required by the contract, bilingual in English and Spanish.
• Must be able to obtain a favorably adjudicated Tier 2 investigation.
• Must pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI).
• Must have one of the following certifications: AFC, CFP, or 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 and provides Personal Financial Management classes/workshops across the military lifecycle.
• Responds to requests for age-appropriate classes or seminars.
• Utilizes virtual counseling and other electronic modes of communication as authorized.
• Communicates with leadership and participates in supervision.
• Participates in trainings, quality improvement committees, and other contract activities.
• All other duties as assigned.

Conhecimentos

Financial counseling

Public speaking

Educational materials development

Formação académica

Bachelor's degree

Descrição da oferta de emprego

This position will provide coverage in short-term, surge and on demand situations resulting from the 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, but 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 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.

Other Job Requirements

• 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).

General Job Information

• Title: Personal Financial Counselor, Assignment Ready Counselor - New Jersey
• Grade: 24
• Work Experience - Required: Financial Counseling
• Work Experience - Preferred:
• Education - Required: A Combination of Education and Work Experience May Be Considered., Bachelor's
• Education - Preferred:
• License and Certifications - Required: AFC - Accredited Financial Counselor - EnterpriseEnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterpriseEnterprise, ChFC - Chartered Financial Consultant - EnterpriseEnterpriseEnterprise, DL - Driver License, Valid In State - OtherOtherOther
• License And Certifications - Preferred:
• 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 offers a broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing.

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.