Personal Financial Counselor; Memphis, TN

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

Benefits offered by this job

Comprehensive benefits package

Short-term incentives

Job summary

Magellan Federal in Memphis, TN is seeking a Personal Financial Counselor to provide financial management services to military service members and their families. The role involves direct counseling, educational workshops, and the development of financial resources to assist clients.

Candidates must hold a Bachelor's degree and possess at least 3 years of relevant experience. Certifications such as AFC or CFP are required. The position offers a competitive salary range and various benefits, fostering employee wellbeing.

Qualifications

• 3+ years of financial counseling experience.
• Must be a U.S. citizen and speak fluent English.
• Possesses one of the certifications: AFC, CFP, or ChFC.

Responsibilities

• Provides personal financial counseling and management services directly to service members.
• Assists service members in establishing a spending plan.
• Develops informational financial materials for service members.

Skills

Financial counseling

Bilingual in English and Spanish

Effective communication

Education

Bachelor’s degree

Associates degree plus 4 years’ experience

High school diploma plus 6 years’ experience

Tools

Virtual counseling tools

Financial management software

Job description

This position will provide personal financial services at assigned military installations. Primary responsibilities include providing personal financial counseling services to military service members and their families. Services include education and counseling, one‑on‑one counseling, consultation with a commander or another provider or staff, briefings, presentations and referral resources outside the counseling session. The counselor works closely with the installation and military branch Points of Contact 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.
• Possesses 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 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 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 Congresslly 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; Memphis, TN
• Grade: 24
• Work Experience – Required: Financial Counseling
• Work Experience – Preferred: (none)
• Education – Required: Bachelor’s degree
• Education – Preferred: (none)
• License and Certifications – Required: AFC – Accredited Financial Counselor, CFP – Certified Financial Planner, ChFC – Chartered Financial Consultant, DL – Driver License, Valid in State – OtherOtherOther
• License and Certifications – Preferred: (none)
• Salary Minimum: $58,440
• Salary Maximum: $93,500

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.