Personal Financial Counselor -Assignment Ready Counselor Utah

Magellan Health; Salt Lake City (UT); Vor Ort; USD 53.125 - 84.995; Teilzeit

Benefits dieser Stelle

Comprehensive benefits package

Short-term incentives

Zusammenfassung

A health services provider is seeking a Personal Financial Counselor to deliver financial counseling to military service members and their families. This role requires a Bachelor's degree or equivalent experience and at least 3 years of financial counseling experience. Candidates must have relevant certifications and excellent communication skills. This part-time position is located in Salt Lake City, Utah, offering a salary range of $53,125 to $84,995.

Qualifikationen

• 3+ years of financial counseling experience required.
• Certifications such as AFC, CFP, or ChFC are necessary.
• Must be a U.S. citizen and fluent in English.

Aufgaben

• Provide personal financial counseling to military service members.
• Assist in creating spending plans for service members.
• Conduct financial management classes/workshops.

Kenntnisse

Financial counseling

Bilingual in English and Spanish

Communication

Public speaking

Ausbildung

Bachelor's degree

Associate degree plus 4 years' experience

High school diploma plus 6 years' experience

Jobbeschreibung

Personal Financial Counselor -Assignment Ready Counselor Utah page is loaded

Personal Financial Counselor -Assignment Ready Counselor Utah

Apply locations Salt Lake City UT 84113 PFC Salt Lake City USNR Hill AFB UT 84056 PFC Hill AFB time type Part time posted on Posted 4 Days Ago job requisition id R00000067238 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.

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 Utah

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 - EnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterprise, ChFC - Chartered Financial Consultant - EnterpriseEnterprise, DL - Driver License, Valid In State - OtherOther

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.