Personal Financial Counselor; Cincinnati, OH

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

Benefits offered by this job

Equal Opportunity Employer

Tobacco-free workplace

Job summary

Magellan Health, Inc. in Cincinnati, OH is seeking a Personal Financial Counselor to deliver comprehensive financial counseling to service members and their families on military installations.

The role includes budgeting, education, and a range of DoD‑aligned offerings, including virtual counseling and workshops, coordinating with installation staff, and ensuring adherence to program scope and security protocols.

Qualifications

• Bachelor's degree required.
• May consider associates degree with 4 years' experience.
• May consider high school diploma with 6 years' experience.
• 3+ years of financial counseling experience.
• U.S. citizen and fluent English.
• Bilingual in English and Spanish if required by contract.
• Able to obtain a favorable Tier 2 investigation.
• Must pass OCI disclosures for conflicts of interest.
• One of AFC, CFP, or ChFC certifications.

Responsibilities

• Provides personal financial counseling and management services to service members and families.
• Assists members in establishing spending plans for extended absences.
• Develops and distributes informational financial materials.
• Coordinates and delivers PFM classes/workshops on the military lifecycle.
• Responds to requests for age-appropriate classes or seminars.
• Utilizes virtual counseling and secure communications as needed.
• Manages DoD protocol duties to warn and related obligations.
• Communicates with leadership and participates in supervision.
• Participates in training, quality improvement and other contract activities.
• All other duties as assigned.

Skills

Financial counseling

Education

Bachelor's degree

Associate degree + 4 years experience

High school diploma + 6 years experience

Job description

This position will provide personal financial services at assigned military installations. 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 providing 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.
• Possesses 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

• 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).

General Job Information

Title: Personal Financial Counselor; Cincinnati, OH
Grade: 24

Work Experience - Required: Financial Counseling
Work Experience - Preferred: None

Salary Minimum: $58,440
Salary Maximum: $93,500

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.