Personal Financial Counselor III
This position will provide personal financial services at assigned military installationsPrimary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installationsServices 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 sessionWorks 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 adults, children, and youth of service members.
Provides individualized financial counseling and assistance to service members and families.
Assists service members in establishing an extended absence financial plan.
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 to youths and teens as part of on-base education.
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 which may be offered as an adjunct to face-to-face counseling in situations where service members and families are unable to attend in person.
Manages duty to warn and restricted reporting situations according to Department of Defense (DoD) protocol and staffs the cases with leadership.
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 RequirementsResponsibilitiesBachelor's degree required.
If candidate has an Associate's degree, may consider an additional 4 years of direct relatable experience (for a total of 9) in lieu of Bachelor's degree.
If candidate has a High School diploma, may consider an additional 6 years of direct relatable experience (for a total of 11) in lieu of Bachelor's degree.
5
years of financial experience.
Must be a U.
Scitizen 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) certification, Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
Must have over a thousand hours of financial counseling experience.
General Job InformationTitlePersonal Financial Counselor IIIGrade23Work Experience - RequiredFinanceWork Experience - PreferredEducation - RequiredA Combination of Education and Work Experience May Be Considered.
, BachelorsEducation - PreferredLicense and Certifications - RequiredAFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant - EnterpriseLicense and Certifications - PreferredSalary RangeSalary Minimum:
$53,125Salary Maximum:
$84,995This information reflects the anticipated base salary range for this position based on current national dataMinimums and maximums may vary based on locationActual 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 packageMagellan offers a broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing.
Magellan Health, Incis proud to be an Equal Opportunity Employer and a Tobacco-free workplaceEOE/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.
Recommended Skills Insurance Products Casualty Insurance Series 6 Investment Company And Variable Contracts License (Mutual Funds/Variable Annuities) Life Annuities Series 63 Uniform Securities Agent State Law License Retirement Planning Estimated Salary: $20 to $28 per hour based on qualifications.
Provides personal financial counseling and management services directly to adults, children, and youth of service members.
Provides individualized financial counseling and assistance to service members and families.
Assists service members in establishing an extended absence financial plan.
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 to youths and teens as part of on-base education.
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 which may be offered as an adjunct to face-to-face counseling in situations where service members and families are unable to attend in person.
Manages duty to warn and restricted reporting situations according to Department of Defense (DoD) protocol and staffs the cases with leadership.
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 RequirementsResponsibilitiesBachelor's degree required.
If candidate has an Associate's degree, may consider an additional 4 years of direct relatable experience (for a total of 9) in lieu of Bachelor's degree.
If candidate has a High School diploma, may consider an additional 6 years of direct relatable experience (for a total of 11) in lieu of Bachelor's degree.
5
years of financial experience.
Must be a U.
Scitizen 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) certification, Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
Must have over a thousand hours of financial counseling experience.
General Job InformationTitlePersonal Financial Counselor IIIGrade23Work Experience - RequiredFinanceWork Experience - PreferredEducation - RequiredA Combination of Education and Work Experience May Be Considered.
, BachelorsEducation - PreferredLicense and Certifications - RequiredAFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant - EnterpriseLicense and Certifications - PreferredSalary RangeSalary Minimum:
$53,125Salary Maximum:
$84,995This information reflects the anticipated base salary range for this position based on current national dataMinimums and maximums may vary based on locationActual 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 packageMagellan offers a broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing.
Magellan Health, Incis proud to be an Equal Opportunity Employer and a Tobacco-free workplaceEOE/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.
Recommended Skills Insurance Products Casualty Insurance Series 6 Investment Company And Variable Contracts License (Mutual Funds/Variable Annuities) Life Annuities Series 63 Uniform Securities Agent State Law License Retirement Planning Estimated Salary: $20 to $28 per hour based on qualifications.
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