Personal Financial Counselor, Sioux Falls, SD

Magellan Health; Sioux Falls (SD); On-site; USD 58,000 - 94,000; Full time

Job summary

Magellan Health in Sioux Falls, SD seeks a Personal Financial Counselor to deliver one‑on‑one and group financial counseling to service members and their families on assigned installations.

You will educate clients on budgeting, debt management, retirement planning, and financial readiness, coordinating with installation POCs and DoD guidelines while providing virtual options as needed. A FC/CFP/ChFC certification is preferred; a bachelor’s degree plus experience is required.

Qualifications

• Bachelor’s degree required; associate degree +4 years or high school diploma +6 years acceptable in lieu of a bachelor’s degree.
• 3+ years of financial counseling experience.
• U.S. citizen fluent in English; bilingual in English and Spanish may be required by contract.
• Ability to obtain a favorably adjudicated Tier 2 investigation.
• Completion of OCI disclosures for Organizational Conflicts of Interest (OCI).
• Valid driver’s license, in-state preferred.
• Certification AFC/CFP/ChFC is preferred.

Responsibilities

• Provide personal financial services at assigned military installations.
• Deliver comprehensive personal financial counseling to service members and families.
• Offer education and counseling on budgeting, debt, and financial readiness.
• Coordinate with installation POCs to ensure program scope and needs.
• Provide both in-person and virtual counseling as appropriate.
• Develop and distribute informational financial materials.

Skills

Financial counseling

3+ years experience

Education

Bachelor’s degree

AFC certification

CFP certification

ChFC certification

Job description

Title: Personal Financial Counselor, Sioux Falls, SD. Grade 24.

Responsibilities

• Provide personal financial services at assigned military installations.
• Deliver the full breadth of personal financial counseling services to military service members and their families.
• Offer education and counseling on a wide range of financial services, including one‑on‑one counseling, consultation with a commander or other provider, briefings and presentations, and referral resources outside a counseling session.
• Work closely with installation and military branch Points of Contact (POC) to ensure the program is within scope and meets installation needs.
• Provide personal financial counseling and management services directly to service members and their families.
• Assist service members in establishing a spending plan for extended absences.
• Develop and distribute informational financial materials to service members and families.
• Coordinate, publicise, and conduct a wide variety of Personal Financial Management classes/workshops covering the military lifecycle, including arrival at first duty station, pre‑ and post‑deployment, and personal and career events outlined in DoDI 1322.34.
• Respond to requests for age‑appropriate classes or seminars.
• Utilise virtual counseling or other electronic communication modes (web‑based, secure online chat, video‑based communications, and secure video teleconference) as authorized by the customer; virtual PFC support may only be authorized by the OSD FINRED Program office.
• Manage duty‑to‑warn situations according to Department of Defense (DoD) protocol.
• Communicate with leadership and participate in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned.
• Participate in regular in‑services, training, quality‑improvement committees or other contract activities as assigned/appropriate.
• Perform all other duties as assigned.

Qualifications

• Bachelor’s degree required; may consider an associate degree plus 4 years of experience or a high school diploma plus 6 years of experience in lieu of a bachelor’s degree.
• 3+ years of financial counseling experience.
• U.S. citizen who speaks fluent English; bilingual in English and Spanish may be required by contract.
• Ability to obtain a favorably adjudicated Tier 2 investigation.
• Successful completion of the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
• Valid driver’s license, valid in‑state (may be considered).
• Certification required: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

Security Requirements

• 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.

Salary & Benefits

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 employee’s skills, experience, education, and other job‑related factors permitted by law. The 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 physical, mental, emotional and financial wellbeing.

EEO & Disability 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.

Additional Information

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.