Personal Financial Counselor, Assignment Ready Counselor, PFC South Dakota

Magellan Health; United States; Remote; USD 53,000 - 85,000; Full time

Job summary

An established industry player is seeking a Personal Financial Counselor to provide essential financial counseling services to military personnel and their families. This role involves offering one-on-one counseling, conducting informative workshops, and developing educational materials tailored to the unique needs of service members. The ideal candidate will have a strong background in financial counseling, excellent communication skills, and the ability to utilize virtual counseling methods. Join a forward-thinking organization dedicated to enhancing the financial well-being of those who serve our country. This is a rewarding opportunity to make a significant impact in the lives of military families.

Benefits

Comprehensive Benefits Package

Health Insurance

Life Insurance

Voluntary Benefits

Short-term Incentives

Qualifications

• 3+ years of financial counseling experience required.
• Must be a U.S. citizen and fluent in English.

Responsibilities

• Provide personal financial counseling to military service members.
• Develop financial materials and conduct workshops for service members.

Skills

Financial Counseling

Communication Skills

Virtual Counseling

Presentation Skills

Education

Bachelor's Degree

Associate Degree with 4 years experience

High School Diploma with 6 years experience

Tools

Secure Online Chat

Video Teleconference

Job description

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 are 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.

Other Job Requirements

Responsibilities

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 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, PFC South Dakota

Grade: 23

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 - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant - Enterprise, DL - Driver License, Valid In State - Other

License and Certifications - Preferred

Salary Range

Salary Minimum: $53,125
Salary Maximum: $84,995
This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. 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 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.