Personal Financial Counselor, Assignment Ready Counselor, PFC, Wyoming

Magellan Health; Kentucky; Hybrid; USD 58,000 - 94,000; Full time

Job summary

Magellan Health in the United States is seeking a Personal Financial Counselor to provide one-on-one and group financial counseling to service members and their families at military installations. You will deliver briefings, referrals, and educational materials.

The role requires 3+ years of counseling experience, U.S. citizenship, the ability to obtain a Tier 2 background check, and bilingual English/Spanish depending on contract. This is an on-site position with coordination with DoD partners.

Qualifications

• Bachelor's degree required; may consider an associate degree plus 4 years’ experience or a high school diploma plus 6 years’ experience in lieu of a bachelor’s degree.
• 3+ years of financial counseling experience.
• U.S. citizen; fluent English; bilingual in English and Spanish if required by the contract.
• Ability to obtain a favorable Tier 2 background investigation.
• Ability to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
• One of the following certifications: AFC (Accredited Financial Counselor), CFP (Certified Financial Planner), or ChFC (Chartered Financial Consultant).
• Driver License valid in state of employment (if applicable).

Responsibilities

• Provide personal financial counseling services to service members and their families (one-on-one counseling).
• Conduct briefings and presentations; provide referral resources outside counseling sessions as needed.
• Coordinate with installation POCs to ensure program scope and installation needs are met.
• Develop and share informational financial materials; coordinate and provide Personal Financial Management classes/workshops.
• Utilize virtual counseling and other electronic communications (web-based, secure online chat, video teleconference).
• Respond to requests for age-appropriate classes or seminars; manage DoD-related protocols as required.
• Participate in supervision, training, quality improvement activities, and other contract duties as assigned.

Education

Bachelor's degree

Associate degree + 4 years experience

High school diploma + 6 years experience

Fluent English

Tools

CFP

AFC

ChFC

Job description

Overview

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. 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.

Responsibilities

• Provide personal financial counseling services to service members and their families (one-on-one counseling).
• Conduct briefings and presentations; provide referral resources outside counseling sessions as needed.
• Coordinate with installation POCs to ensure program scope and installation needs are met.
• Develop and share informational financial materials; coordinate and provide Personal Financial Management classes/workshops.
• Utilize virtual counseling and other electronic communications (web-based, secure online chat, video teleconference).
• Respond to requests for age-appropriate classes or seminars; manage DoD-related protocols as required.
• Participate in supervision, training, quality improvement activities, and other contract duties as assigned.

Qualifications

• Bachelor's degree required; may consider an associate degree plus 4 years’ experience or a high school diploma plus 6 years’ experience in lieu of a bachelor’s degree.
• 3+ years of financial counseling experience.
• U.S. citizen; fluent English; bilingual in English and Spanish if required by the contract.
• Ability to obtain a favorable Tier 2 background investigation.
• Ability to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
• One of the following certifications: AFC (Accredited Financial Counselor), CFP (Certified Financial Planner), or ChFC (Chartered Financial Consultant).
• Driver License valid in state of employment (if applicable).

Salary and Benefits

Salary Range: Minimum $58,440 – Maximum $93,500. This reflects the anticipated base salary range based on current national data. Actual pay will be adjusted based on skills, experience, education, and other factors permitted by law. This position may be eligible for short-term incentives and a comprehensive benefits package.

Equal Opportunity and Compliance

Magellan is an Equal Opportunity Employer and a Tobacco-free workplace. EOE/M/F/Vet/Disabled. All employees must understand and attest to security responsibilities and comply with applicable legal, regulatory, contractual requirements and internal policies and procedures. Magellan is committed to equal employment opportunities regardless of race, color, creed, religion, sex, gender identity and expression, sexual orientation, marital status, age, national origin, ancestry, citizenship, disability, or veteran status. This posting may include required federal labor and employment postings.

Notes

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