Personal Financial Counselor, Assignment Ready Counselor, Pennsylvania

Magellan Health; Harrisburg (Dauphin County); On-site; USD 53,000 - 85,000; Part time

Job summary

A leading healthcare company seeks a Personal Financial Counselor for military service members and families. This role involves delivering financial counseling, managing programs, and conducting educational workshops. Candidates must have a Bachelor's degree and relevant certifications, with fluency in English; Spanish is a plus.

Benefits

Incentives promoting health and financial wellbeing

Equal Opportunity Employer benefits

Qualifications

• Minimum 3 years of financial counseling experience.
• Must hold one of the following certifications: AFC, CFP, or ChFC.
• Fluent in English; bilingual in English and Spanish preferred.

Responsibilities

• Provide personal financial counseling and management services directly.
• Assist service members in establishing spending plans.
• Create and distribute financial materials, conduct workshops.

Skills

Financial Counseling

Communication

Education

Management

Spanish (bilingual preferred)

Education

Bachelor's degree

Associate degree + 4 years experience

High school diploma + 6 years experience

Job description

Personal Financial Counselor, Assignment Ready Counselor, Pennsylvania

Join to apply for the Personal Financial Counselor, Assignment Ready Counselor, Pennsylvania role at Magellan Health.

This position provides coverage in short-term, surge, and on-demand situations resulting from military needs, such as post-deployment events or to cover existing counselor absences. The primary responsibilities include delivering personal financial counseling services to military service members and their families at military installations. Services encompass education, counseling, briefings, presentations, and referrals outside of counseling sessions. The counselor works closely with installation and military branch Points of Contact (POC) to ensure the program meets installation needs.

1. Provide personal financial counseling and management services directly to service members and their families.
2. Assist service members in establishing spending plans for extended absences.
3. Create and distribute informational financial materials to service members and families.
4. Coordinate and promote financial management classes/workshops covering topics across the military lifecycle, including arrival at duty stations, pre- and post-deployment, and personal/career events.
5. Respond to requests for age-appropriate classes or seminars.
6. Utilize virtual counseling or electronic communication modes effectively, such as web-based, secure online chat, video, or teleconferencing, as authorized.
7. Manage duty-to-warn situations per Department of Defense (DoD) protocols.
8. Communicate with leadership and participate in supervision and program activities, sharing trends and issues.
9. Participate in training, quality improvement, and other contract activities as assigned.
10. Perform other duties as assigned.

Qualifications and Requirements

• Bachelor's degree required; consideration for applicants with an associate degree plus 4 years' experience or a high school diploma plus 6 years' experience.
• Minimum 3 years of financial counseling experience.
• Must be a U.S. citizen and fluent in English; bilingual in English and Spanish preferred if required by contract.
• Ability to obtain a favorable Tier 2 investigation.
• Must hold one of the following certifications: AFC, CFP, or ChFC.

Additional Information

Position Grade: 23

Salary Range: $53,125 - $84,995

This reflects the national data; actual pay varies by location and experience. The role may include incentives and benefits promoting health, life, and financial wellbeing. Magellan Health is an Equal Opportunity Employer and a Tobacco-Free Workplace.

Job Details

• Seniority Level: Mid-Senior level
• Employment Type: Part-time
• Job Function: Finance and Sales
• Industry: Hospitals and Healthcare

This job posting appears current and active.