Personal Financial Counselor; Madison, WI

Magellan Federal; Madison (WI); On-site; USD 58,000 - 94,000; Full time

Job summary

Magellan Federal is seeking a Personal Financial Counselor to deliver comprehensive financial counseling to service members and their families at Madison, WI military installations. The role includes one-on-one counseling, briefings, workshops, and referrals, with virtual counseling options as appropriate.

Qualified candidates will have a bachelor’s degree, 3+ years in financial counseling, U.S. citizenship, fluent English, and may be required to be bilingual in English and Spanish; security

Qualifications

• 3+ years of financial counseling experience.
• U.S. citizenship and fluent English.
• Bachelor’s degree required; substitutions allowed as described.
• Certification: AFC, CFP, or ChFC.
• Must be able to obtain Tier 2 background investigation.
• Spanish bilingualism may be required by contract.

Responsibilities

• Provide personal financial counseling to service members and their families.
• Develop and deliver Personal Financial Management classes/workshops.
• Assist in establishing spending plans for extended absences.
• Coordinate with DoD POC and leadership to align with installation needs.
• Utilize virtual counseling and secure communications as applicable.
• Ensure compliance with OCI disclosures and other required policies.

Skills

Fluent English

U.S. citizen

Bilingual English/Spanish

Financial counseling experience

Education

Bachelor's degree

Associate degree + 4 years experience in lieu of bachelor's

High school diploma + 6 years experience in lieu of bachelor's

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.

• 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

• 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; Madison, WI

Grade

24

Work Experience - Required

Financial Counseling

Education - Required

A Combination of Education and Work Experience May Be Considered., Bachelor's

License and Certifications - Required

AFC - Accredited Financial Counselor - EnterpriseEnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterpriseEnterprise, ChFC - Chartered Financial Consultant - EnterpriseEnterpriseEnterprise, DL - Driver License, Valid In State - OtherOtherOther

Salary Range

Salary Minimum: $58,440

Salary Maximum: $93,500

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.