Personal Financial Counselor, Rio Rancho, NM

Magellan Health; Rio Rancho (NM); Vor Ort; USD 58.440 - 93.500; Vollzeit

Zusammenfassung

Magellan Health is seeking a Personal Financial Counselor in Rio Rancho, NM, responsible for providing comprehensive financial counseling services to service members and their families. The candidate will conduct one-on-one sessions, coordinate classes, and develop financial materials.

The ideal applicant holds a Bachelor’s degree and has over 3 years of counseling experience. The role offers a salary range of $58,440 to $93,500, including benefits and potential short-term incentives.

Qualifikationen

• 3+ years of financial counseling experience.
• Ability to obtain a favorably adjudicated Tier2 investigation.
• Must pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest process.

Aufgaben

• Provide personal financial counseling services.
• Coordinate and deliver financial management classes/workshops.
• Assist service members in establishing spending plans.

Kenntnisse

Financial counseling

Communication

Bilingual English & Spanish

Ausbildung

Bachelor’s degree

Jobbeschreibung

Job Overview

This position provides personal financial services at assigned military installations to service members and their families.

Responsibilities

• Provide full breadth of personal financial counseling services.
• Offer one‑on‑one counseling, briefings, presentations, and referrals outside counseling sessions.
• Consult with commanders or other providers and coordinate with installation and military branch points of contact.
• Assist service members in establishing spending plans for extended absences.
• Develop and distribute informational financial materials.
• Coordinate, publicize, and deliver Personal Financial Management classes/workshops covering the military lifecycle.
• Respond to requests for age‑appropriate classes or seminars.
• Utilize virtual counseling or electronic communication modes (web‑based, secure online chat, video‑based) authorized by the OSD FINRED program office.
• Manage duty‑to‑warn situations according to DoD protocol.
• Communicate with leadership, participate in supervision, and share trends and issues.
• Participate in in‑services, training, quality improvement committees, or other contract activities as assigned.
• Perform any other duties as assigned.

Education & Experience

• Bachelor’s degree required (Associate degree + 4years experience, or high school diploma + 6years experience may be considered).
• 3+ years of financial counseling experience.
• U.S. citizen; fluent in English (bilingual English & Spanish may be required).
• Ability to obtain a favorably adjudicated Tier2 investigation.
• Must pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest process.

Certifications

• Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

General Job Information

Title: Personal Financial Counselor, RioRancho, NM
Grade: 24
Salary: $58,440 – $93,500 (base) with potential short‑term incentives and a comprehensive benefits package.

Equal Employment Opportunity

Magellan Health, Inc. is a proud Equal Opportunity Employer and a Tobacco‑free workplace. All qualified applicants will receive consideration regardless of race, color, creed, religion, sex, gender identity, sexual orientation, marital status, age, national origin, ancestry, citizenship, disability, veteran status, or any other factor protected by law.