Personal Financial Counselor, PFC-Fort Myer-Henderson Hall, VA

Magellan Federal; Virginia (MN); Sur place; USD 58 000 - 94 000; Plein temps

Avantages offerts par ce poste

Comprehensive benefits package

Health benefits

Life insurance

Voluntary benefits

Résumé du poste

Magellan Health, Inc. seeks a Personal Financial Counselor to deliver comprehensive financial counseling to service members and their families at Fort Myer-Henderson Hall, VA. The role emphasizes education, budgeting, and referrals, supporting the installation by DoD guidelines.

Responsibilities include coordinating classes, using secure virtual counseling when needed, and collaborating with POCs to meet installation needs. Strong credentials and security clearances are required.

Qualifications

• Bachelor's degree or equivalent combination of education and work experience.
• 3+ years of financial counseling experience.
• U.S. citizen and fluent English.
• Bilingual in English and Spanish if required by contract.
• Must obtain favorable Tier 2 investigation and OCI disclosures.

Responsabilités

• Provide personal financial counseling to service members and families at military installations.
• Assist in creating and maintaining spending plans for extended absences.
• Develop and share educational financial materials and conduct workshops.
• Coordinate and promote DoD DoDI 1322.34-based financial classes and seminars.
• Utilize virtual counseling methods when appropriate and secure communications.

Connaissances

Financial counseling

Bilingual English/Spanish

Clear communication

Formation

Bachelor's degree

Associate degree +4 years experience

High school diploma +6 years experience

Outils

Driver License

Description du poste

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.

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).

General Job Information

Title

Personal Financial Counselor, PFC-Fort Myer-Henderson Hall, VA

Grade

24

Work Experience - Required

Financial Counseling

Education - Required

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

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

Salary Range

• 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.