Personal Financial Counselor- Las Vegas, NV

Magellan Health; Las Vegas (NV); On-site; USD 60,000 - 85,000; Full time

Job summary

Magellan Health in Las Vegas, NV seeks a Personal Financial Counselor to provide comprehensive budgeting, debt, and financial planning guidance to service members and their families at military installations.

The role involves one-on-one counseling, group briefings, and development of educational materials, with virtual options available. Collaboration with installation POCs and ongoing training support are required to ensure program scope and impact.

Qualifications

• Bachelor’s degree required. May consider 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, bilingual in English and Spanish.
• Be able to obtain a favorably adjudicated Tier 2 investigation.
• Must have AFC, CFP, or ChFC certification.

Responsibilities

• Provide personal financial counseling and management services to service members and their families at military installations.
• Develop and provide informational financial materials and coordinate PFM classes/workshops.
• Utilize virtual counseling and other electronic modes of communication as needed.
• Respond to requests for age-appropriate classes or seminars.
• Communicate with leadership and participate in supervised training and program activities.

Skills

Financial counseling

English fluent

Bilingual English/Spanish

Education

Bachelor’s degree

Associate degree +4 years

High school diploma +6 years

Job description

Responsibilities

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. 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

Education and Experience: 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).

Major Duties: Personal Financial Counselor - Las Vegas, NV. Grade 24. Work Experience - Required. Financial Counseling Work Experience - Preferred. Education - Required.

Equal Employment Opportunity

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.

Magellan Health, Inc. is committed to meeting applicable Federal labor and employment law posting requirements by providing necessary posters in a format which is easily accessible and conspicuous to all applicants. Copies of applicable posters are accessible by clicking here.