Personal Financial Counselor; Columbia, SC

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

Job summary

Magellan Health, Inc. in Columbia, SC is seeking a Personal Financial Counselor to provide one-on-one financial counseling and education to service members and their families on military installations.

The role includes conducting workshops, coordinating with DoD points of contact, and offering virtual counseling options as needed. Requires a Bachelor's degree, 3+ years of experience, U.S. citizenship, fluent English, and relevant AFC/ CFP/ChFC certifications.

Qualifications

• 3+ years of financial counseling experience.
• Bachelor’s degree required; an associate degree plus 4 years’ experience or a high school diploma plus 6 years’ experience may be considered.

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 Personal Financial Management classes/workshops across the military lifecycle.
• Responds to requests for age-appropriate classes or seminars.
• Uses virtual counseling or electronic modes of communication as needed.
• Manages duty to warn situations per DoD protocol.
• Communicates with leadership and participates in regular supervision and reviews.
• Participates in in-services/training and quality improvement activities.

Skills

Financial counseling

Education

Bachelor’s degree

Certifications: AFC, CFP, or ChFC

Job description

Overview

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.

Qualifications

• Bachelor’s degree required; an associate degree plus 4 years’ experience or a high school diploma plus 6 years’ experience may be considered.
• 3+ years of financial counseling experience.
• Must be a U.S. citizen and speak fluent English; bilingual in English and Spanish may be required by contract.
• Can obtain a favorably adjudicated Tier 2 investigation.
• Must 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 Range

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

Equal Opportunity & Security

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.