Personal Financial Counselor; Springfield, OH

Magellan Health; Springfield (OH); On-site; USD 58,440 - 93,500; Full time

Benefits offered by this job

Comprehensive benefits package

Short-term incentives

Job summary

Magellan Health in Springfield, OH is hiring a Personal Financial Counselor to provide financial services. This role involves counseling service members, leading workshops, and assisting in financial planning.

Qualified candidates will have a Bachelor's degree and at least 3 years of financial counseling experience, and must hold certifications like AFC, CFP, or ChFC. A comprehensive benefits package is offered.

Qualifications

• Bachelor's degree required; or Associate degree plus 4 years of experience; or high school diploma plus 6 years of experience.
• 3+ years of financial counseling experience.
• Must be a U.S. citizen and fluent in English; bilingual in Spanish may be required.

Responsibilities

• Provide personal financial services at assigned military installations.
• Conduct briefings and presentations.
• Assist service members in establishing spending plans.

Skills

Financial counseling

Communication

Critical thinking

Public speaking

Education

Bachelor's degree

Accredited Financial Counselor certification

Certified Financial Planner certification

Chartered Financial Consultant certification

Job description

Responsibilities

• Provide personal financial services at assigned military installations.
• Offer one‑on‑one counseling and consultation with a commander or other provider.
• Conduct briefings and presentations, and provide referral resources outside of counseling sessions.
• Assist service members in establishing spending plans for extended absences.
• Develop and distribute informational financial materials to service members and families.
• Coordinate, publicize, and deliver a wide variety of Personal Financial Management classes/workshops covering topics across the military lifecycle (e.g., 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.
• Utilize virtual counseling or other electronic modes of communication such as web‑based, secure online chat, or secure video teleconference.
• Manages 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 assigned installations.
• Participate in regular in‑services, training, quality‑improvement committees, or other contract activities as assigned or appropriate.
• Perform all other duties as assigned.

Qualifications

• Bachelor's degree required. Associate degree plus 4 years of experience or high school diploma plus 6 years of experience may be considered.
• 3+ years of financial counseling experience.
• Must be a U.S. citizen and speak fluent English. Bilingual in English and Spanish may be required by contract.
• Must obtain a favorably adjudicated Tier 2 investigation.
• Must pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
• Must hold 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
• Location: Springfield, OH
• Grade: 24

Salary & Benefits

• Salary Range: $58,440 – $93,500 (base salary; may vary by location and individual qualifications).
• Eligible for short‑term incentives and a comprehensive benefits package (health, life, voluntary, and other benefits).
• Magellan Health, Inc. is a Tobacco‑free workplace.

Equal Opportunity

Magellan Health, Inc. is proud to be an Equal Opportunity Employer and a Tobacco‑free workplace. EOE/M/F/Vet/Disabled. All employees and applicants are considered and evaluated on an equal basis regardless of 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.

Security and Compliance

• All employees must understand, comply with, and attest to security responsibilities and controls unique to their position; and comply with all applicable legal, regulatory, and contractual requirements and internal policies and procedures.