Personal Financial Counselor; Mansfield, OH

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

Job summary

Magellan Federal is seeking a Personal Financial Counselor in Mansfield, Ohio, to provide essential financial services to military service members and their families.

The role involves direct counseling, educational workshops, and developing informational materials about financial management. Candidates must have a bachelor’s degree, 3+ years of financial counseling experience, and relevant certifications such as AFC, CFP, or ChFC.

This position offers a competitive salary ranging from $58,440 to $93,500 based on experience.

Qualifications

• 3+ years of financial counseling experience required.
• Must be a U.S. citizen and fluent in English.
• Bilingual in English and Spanish is a plus.

Responsibilities

• Provide personal financial counseling and management services.
• Assist in establishing spending plans for service members.
• Develop informational financial materials for families.

Skills

Financial counseling

Communication skills

Public speaking

Virtual counseling

Education

Bachelor's degree

Associate degree plus 4 years experience

High school diploma plus 6 years experience

Tools

Video conference software

Online counseling platforms

Financial planning 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.
• Co‑ordinates, publicises 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 utilise virtual counselling 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 authorised by OSD FINRED Program office.
• Manages duty‑to‑warn situations according to Department of Defence (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 counsellor 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

• Must possess a bachelor’s degree.
• May consider applicants with an associate degree plus 4 years’ experience in lieu of a 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 counselling experience.
• Must be a U.S. citizen and speak fluent English.
• If required by the contract, must be bilingual in English and Spanish.
• Must be able to obtain a favourably adjudicated Tier 2 investigation.
• Must be able to pass the Congressionally Mandated Disclosures for Organisational 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; Mansfield, OH
• Grade: 24
• Work Experience – Required: Financial counselling
• Education – Required: Bachelor’s degree
• License and Certifications – Required: AFC, CFP, or ChFC; Driver Licence (DL), valid in state
• 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.