Personal Financial Counselor, PFC - Shaw AFB, SC.

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

Benefits offered by this job

Health benefits

Life insurance

Voluntary benefits

Short-term incentives

Job summary

Magellan Health, Inc. seeks a Personal Financial Counselor to deliver comprehensive financial counseling to service members and their families at Shaw AFB, SC. You will educate, counsel and refer participants while coordinating with military POCs to ensure program scope compliance.

Requirements include a Bachelor's degree (or equivalent mix of education/experience), 3+ years of financial counseling, U.S. citizenship and fluent English; bilingual in English/Spanish may be required.

Qualifications

• Bachelor's degree required. / May consider associate degree + 4 years experience in lieu of bachelor's.
• Must have 3+ years of financial counseling experience.
• Must be a U.S. citizen and fluent in English.
• If contract requires, bilingual in English and Spanish.

Responsibilities

• Provide personal financial counseling and management services to service members and their families.
• Assist in establishing spending plans for extended absences.
• Develop and distribute informational financial materials for service members and families.
• Coordinate and provide Personal Financial Management classes/workshops across the military lifecycle.
• Respond to requests for age-appropriate classes or seminars.
• Utilize virtual counseling or other electronic modes of communication as applicable.
• Adhere to DoD protocols for duty-to-warn situations.
• Communicate with leadership and participate in supervision and program improvements.
• Participate in in-services and contract activities as assigned.

Skills

Financial counseling

Fluent English

Communication skills

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.

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.

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).

Job Information

Title: Personal Financial Counselor, PFC – Shaw AFB, SC. Grade: 24.

Work Experience – Required: Financial Counseling. Work Experience – Preferred: – (not specified).

Education – Required: Combination of Education and Work Experience May Be Considered., Bachelor's. Education – Preferred: – (not specified).

License and Certifications – Required: AFC, CFP, ChFC, DL – Driver License, Valid In State. License and Certifications – Preferred: – (not specified).

Salary Range

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

Magellan offers a comprehensive benefits package including health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing. The position may be eligible for short‑term incentives as well.

Equal Opportunity Statement

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.