Personal Financial Counselor; Lansing, MI

Magellan Health; Town of Lansing (NY); On-site; USD 58,440 - 93,500; Full time

Benefits offered by this job

Comprehensive benefits package

Eligible for short-term incentives

Job summary

Magellan Health is seeking a Personal Financial Counselor in Lansing, MI. This position involves providing thorough financial counseling services to military service members and their families.

The ideal candidate will have experience in financial counseling, a bachelor's degree, and relevant certifications like AFC, CFP, or ChFC. Responsibilities also include creating educational materials and conducting workshops.

Eligible candidates will enjoy a competitive salary and a comprehensive benefits package.

Qualifications

• 3 years or more of financial counseling experience.
• Must be able to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
• Must hold one of the required financial certifications.

Responsibilities

• Provide one-on-one counseling and consultation to military service members.
• Assist service members in establishing a spending plan.
• Develop financial informational materials for service members.

Skills

Financial counseling

Fluent English

Communication

Education

Bachelor's degree

Associate degree plus 4 years of experience

High school diploma plus 6 years of experience

Tools

Financial counseling certifications (AFC, CFP, 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.

Responsibilities

• Provide one‑on‑one counseling, consultation with commanders or other staff, briefings and presentations, or referral resources to participants outside counseling sessions.
• Work closely with installation and military branch Points of Contact (POC) to assure that the program remains within scope and meets installation needs.
• Provide personal financial counseling and management services directly to service members and their families.
• Assist service members in establishing a spending plan for extended absences.
• Develop and make available informational financial materials to service members and families.
• Coordinate, publicize and provide a variety of Personal Financial Management classes/workshops covering topics across the military lifecycle (arrival at first duty station, pre‑and post‑deployment, personal and career events, DoDI 1322.34).
• Respond to requests for age‑appropriate classes or seminars.
• Utilize virtual counseling or other electronic modes of communication (web‑based, secure online chat, video‑based communications, and secure video teleconference).
• Manage duty‑to‑warn situations according to Department of Defense (DoD) protocol.
• Communicate with leadership and participate in regular supervision, sharing information regarding trends and issues on assigned installations.
• Participate in regular in‑services/training, quality‑improvement committees or other contract activities as assigned.
• Perform all other duties as assigned. Responsibilities listed above are representative and not intended to be all‑inclusive.

Qualifications

• Bachelor’s degree required (associate degree plus 4 years of experience, or high school diploma plus 6 years of experience may also be considered).
• 3 years or more of financial counseling experience.
• Must be a U.S. citizen and speak fluent English (bilingual in English and Spanish may be required by contract).
• Must 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 hold one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
• Valid driver’s license may be required.

General Job Information

Title: Personal Financial Counselor. Location: Lansing, MI. Grade: 24.

Salary Range

Minimum: $58,440. Maximum: $93,500. Basis: national data; actual pay may vary by skills, experience, education, and other factors.

Benefits

Eligible for short‑term incentives as well as a comprehensive benefits package.

Equal Opportunity Employer

Magellan Health, Inc. is proud to be an Equal Opportunity Employer and a tobacco‑free workplace. EOE/M/F/Vet/Disabled. All applicants and employees are required to comply with security responsibilities.