Personal Financial Counselor; Memphis, TN

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

Benefits offered by this job

Comprehensive benefits package

Short-term incentives

Job summary

Magellan Health is seeking a dedicated professional to provide personal financial counseling services at military installations. This role involves one-on-one counseling, conducting financial workshops, and collaborating with military leadership to ensure program effectiveness.

The ideal candidate should possess a bachelor's degree or equivalent experience and have at least 3 years of relevant financial counseling experience. This position offers a salary range of $58,440 to $93,500, reflecting national data and adjusted based on individual qualifications.

Eligible for a comprehensive benefits package and short-term incentives.

Qualifications

• 3+ years of financial counseling experience required.
• Must be a U.S. citizen and speak fluent English.
• Must hold an Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC) certification.

Responsibilities

• Provide personal financial counseling services to military members.
• Develop and offer various financial management classes.
• Coordinate with military POCs to meet program needs.

Skills

Financial counseling

Education and training delivery

Bilingual (English and Spanish)

Education

Bachelor's degree in a relevant field

Associate degree + 4 years of relevant experience

High school diploma + 6 years of relevant experience

Job description

Overview

This position will provide personal financial services at assigned military installations.

Responsibilities

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

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).

Salary

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 by location. Actual pay will be adjusted based on an individual’s skills, experience, education, and other job-related factors permitted by law.

Benefits

May be eligible for short-term incentives as well as a comprehensive benefits package.

EEO Statement

Magellan Health, Inc. is proud to be an Equal Opportunity Employer and a Tobacco-free workplace. EOE/M/F/Vet/Disabled. Magellan is committed to providing equal employment opportunities to employees and applicants for employment without regard to race, color, creed, religion, sex, gender identity and expression, sexual orientation, marital status, age, national origin, ancestry, citizenship, physical or mental disability, disabled veteran or veteran of the Vietnam Era status, or any other factors protected by law.