Personal Financial Counselor, Assignment Ready Counselor, PFC-Charleston, WV

Magellan Health; Charleston (WV); On-site; USD 58,440 - 93,500; Full time

Benefits offered by this job

Health benefits

Life insurance

Voluntary benefits

Job summary

Magellan Health is seeking a financial counselor to provide personal financial counseling and management services to military service members and their families in Charleston, West Virginia. The role includes developing and delivering financial education and assisting in budget planning, utilizing both in-person and virtual modalities.

Applicants should possess a Bachelor's degree and at least 3 years of financial counseling experience, along with relevant certifications. Salary ranges from $58,440 to $93,500, with a comprehensive benefits package available.

Qualifications

• Bachelor's degree required or equivalent experience.
• 3+ years of financial counseling experience.
• Must be a U.S. citizen and fluent in English.

Responsibilities

• Provide personal financial counseling to service members.
• Develop and conduct financial management workshops.
• Communicate with military leadership and participate in training.

Skills

Financial counseling

Communication skills

Organizational skills

Bilingual (English and Spanish)

Education

Bachelor's degree (or equivalent experience)

Job description

Role 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. It includes 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 another provider or staff, conducting briefings and presentations, and providing referral resources to a participant outside the context of a counseling session. The counselor 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.

Responsibilities

Provides personal financial counseling and management services directly to service members and their families; assists them in establishing a spending plan for extended absences; develops and makes available informational financial materials; coordinates, publicizes, and provides a wide variety of personal financial management classes/workshops covering topics across the military lifecycle, including 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; possesses 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; manages duty to warn situations according to 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; fulfills all other duties as assigned.

Qualifications

• 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).

Salary & Benefits

Salary Minimum: $58,440. Salary Maximum: $93,500. This position may be eligible for short‑term incentives as well as a comprehensive benefits package. Benefits include health, life, voluntary, and other benefits that enhance physical, mental, emotional, and financial wellbeing.

Equal Opportunity Employer Statement

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.