Personal Financial Counselor, Assignment Ready Counselor - Rhode Island

Magellan Federal; Newport (RI); On-site; USD 58,440 - 93,500; Full time

Benefits offered by this job

Short-term incentives

Health benefits

Life benefits

Voluntary benefits

Job summary

Magellan Health, Inc. seeks a qualified Personal Financial Counselor to provide one-on-one and group education at military installations. Responsibilities include counseling service members and families, helping create spending plans, and delivering DoD-aligned financial materials.

The role requires a bachelor's degree (or equivalent with experience), 3+ years of financial counseling, U.S. citizenship, fluent English, and optional bilingual Spanish.

Qualifications

• Bachelor's degree required.
• Associate degree + 4 years' experience may be considered.
• High school diploma + 6 years' experience may be considered.
• 3+ years of financial counseling experience.
• U.S. citizen and fluent English.
• Bilingual English/Spanish if required by contract.
• Ability to obtain Tier 2 investigation and OCI disclosures.
• Certification: AFC, CFP, or ChFC.

Responsibilities

• Provide personal financial counseling to service members and families.
• Assist in establishing spending plans for extended absences.
• Develop and distribute financial educational materials.
• Coordinate and deliver PFM classes/workshops across the lifecycle.
• Conduct briefings and referrals as needed.
• Engage with leadership and ensure DoD-aligned service within scope.
• Participate in supervision, training, and quality improvement activities.
• All other duties as assigned.

Skills

Financial counseling

Public speaking

Virtual counseling

DoD protocol awareness

Education

Bachelor's degree

Associate degree + 4 years experience

High school diploma + 6 years experience

Job description

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. 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.

Responsibilities

• 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.

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 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.