Personal Financial Counselor; Orlando, FL

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

Job summary

Magellan Federal seeks a seasoned Personal Financial Counselor to deliver comprehensive counseling to service members and families on military installations. You will educate on budgeting, debt management, and financial planning while coordinating with DoD personnel to ensure program alignment with DoD directives.

Requirements include a bachelor’s degree (or equivalent combinations), 3+ years of counseling experience, U.S.

Qualifications

• Bachelor's degree required; alternative qualifications considered (Assoc. degree + 4 years experience or HS diploma + 6 years experience).
• Minimum 3+ years of financial counseling experience.
• U.S. citizenship and fluent English; bilingual in English and Spanish if contract requires.
• Certifications AFC, CFP, or ChFC are preferred.
• Ability to obtain a favorable DoD Tier 2 background investigation.
• Must be able to pass Disclosures for Organizational Conflicts of Interest (OCI).

Responsibilities

• Provide personal financial counseling to service members and their families at assigned military installations.
• Develop and deliver financial education materials and classes/workshops.
• Coordinate with installation POCs to ensure the program meets installation needs and scope.
• Utilize virtual counseling platforms when required by contract or client needs.
• Participate in supervision and quality improvement activities; perform other duties as assigned.

Skills

Financial counseling

English fluency

Bilingual (English/Spanish)

Education

Bachelor's degree

Associate degree + 4 years experience

High school diploma + 6 years experience

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.
• 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.

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).

Salary

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.