[Remote] Personal Financial Counselor, Assignment Ready Counselor, PFC

Note: The job is a remote job and is open to candidates in USA. Magellan Health is a company dedicated to providing personal financial counseling services to military service members and their families. The Personal Financial Counselor will offer a range of financial management services, including one-on-one counseling, workshops, and educational materials, while coordinating with military leadership to ensure the program meets the needs of the installations.

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
• Possess 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

Skills

• 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)

Benefits

• This 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 your physical, mental, emotional and financial wellbeing.
• Magellan Health, Inc. is proud to be an Equal Opportunity Employer and a Tobacco-free workplace.

Company Overview