Financial counselor

Job highlights
Identified by Google from the original job post
Qualifications
Bachelor's degree required
May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor's degree
Must be a citizen and speak fluent English
Be able to obtain a favorably adjudicated Tier 1 investigation
Must have one of the following certifications : Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)
Must have over a thousand hours of financial counseling experience
Work Experience - Required
A Combination of Education and Work Experience May Be Considered., Bachelor's
License and Certifications - Required
AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant - Enterprise
Benefits
Salary Range
This information reflects the anticipated base salary range for this position based on current national data
Actual pay will be adjusted based on an individual's skills, experience, education, and other job-related factors permitted by law
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
Responsibilities
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
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, 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 2.
Responds to requests for age-appropriate classes or seminars
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
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
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.

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, 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 2..

Responds to requests for age-appropriate classes or seminars.

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.

Other Job Requirements

Responsibilities

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.

Must be a citizen and speak fluent English.

Be able to obtain a favorably adjudicated Tier 1 investigation.

Must have one of the following certifications : Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

Must have over a thousand hours of financial counseling experience.

General Job Information

Title

Personal Financial Counselor - Alaska

Grade

Work Experience - Required

Work Experience - Preferred

Financial Counseling

Education - Required

A Combination of Education and Work Experience May Be Considered., Bachelor's

Education - Preferred

License and Certifications - Required

AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant - Enterprise

License and Certifications - Preferred

Salary Range

Salary Minimum : Salary Maximum :

Salary Maximum :

This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location.

Actual pay will be adjusted based on an individual's skills, experience, education, and other job-related factors permitted by law.

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. EOE / M / F / Vet / Disabled.

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.

Last updated : 2024-10-02