Personal Financial Counselor - Virgin Islands (on-site)

Magellan Health; Kingshill (United States Virgin Islands); On-site; USD 58,000 - 94,000; Full time

Benefits offered by this job

Health insurance

Life insurance

Comprehensive benefits

Job summary

Magellan Health is seeking a Personal Financial Counselor to deliver comprehensive personal financial counseling services to service members and their families at assigned military installations. The role includes education, one-on-one counseling, briefings, and referrals, with on-site duties at Virgin Islands locations.

Qualifications include a Bachelor’s degree, 3+ years of financial counseling, U.S. citizenship with fluent English, and potential bilingual English/Spanish requirements.

Qualifications

• Bachelor’s degree required; associate degree plus 4 years of experience or high school diploma plus 6 years may be considered.
• 3+ years of financial counseling experience.
• Must be a U.S. citizen and speak fluent English; bilingual in English and Spanish if required by contract.

Responsibilities

• Provide personal financial counseling and management services to service members and families.
• Develop spending plans for extended absences.
• Coordinate, publicize, and provide PFM classes/workshops across the military lifecycle.
• Utilize virtual counseling or other electronic modes of communication as needed.
• Maintain compliance with DoD and program requirements and participate in supervision and training.

Skills

Financial counseling

English proficiency

Bilingual (English/Spanish)

Education

Bachelor’s degree

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.

Responsibilities

• 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.
• 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 across the military lifecycle, including 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. 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.

Qualifications

• Bachelor’s degree required. Applicants with an associate degree plus 4 years of experience or a 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. If required by the contract, must be bilingual in English and Spanish.
• Must obtain a favorably adjudicated Tier2 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).

Job Details

• Title: Personal Financial Counselor - Virgin Islands (on‑site)
• Grade: 24
• Work Experience Required: Financial Counseling
• Education Required: Bachelor’s degree (or equivalent)
• License & Certifications Required: AFC, CFP, or ChFC
• Salary Range: $58,440 – $93,500

Benefits

This position may be eligible for short‑term incentives as well as a comprehensive benefits package. Benefits include health, life, voluntary and other benefits that enhance physical, mental, emotional and financial wellbeing.

Equal Opportunity 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.