Personal Financial Counselor; Madison, WI

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

Job summary

Magellan Federal is seeking a Personal Financial Counselor in Madison, WI, who will provide financial counseling to military service members and their families. This role involves developing and delivering financial management workshops and individual counseling services.

The ideal candidate should hold a Bachelor's degree and possess at least 3 years of financial counseling experience. Candidates must also obtain relevant certifications such as AFC, CFP, or ChFC. A salary range between $58,440 and $93,500 is offered, with a focus on meeting the needs of military installations.

Qualifications

• Bachelor's degree required or equivalent experience.
• 3+ years of financial counseling experience.
• Must be a U.S. citizen and speak fluent English.
• Must have a relevant financial certification (AFC, CFP, ChFC).

Responsibilities

• Provides personal financial counseling to service members and families.
• Develops and conducts financial management classes.
• Manages duty to warn situations per DoD protocol.

Skills

Financial counseling experience

Bilingual in English and Spanish

Effective communication

Education

Bachelor's degree

Associate degree plus 4 years of experience

High school diploma plus 6 years of experience

Tools

Virtual counseling tools

Financial management software

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.
• 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.

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 Congress­ially 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

Work Experience – Preferred:

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

Education – Preferred:

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

License and Certifications – Preferred:

Salary Range:

• 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.

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.