Personal Financial Counselor; Fort Bragg, NC

Magellan Health Inc

Fort Bragg, NC

JOB DETAILS
SALARY
$58,440–$93,500 Per Year
SKILLS
Adjudication, Certified Financial Planner (CFP), Communications Protocols, English Language, Financial Management, Financial Planning, Financial Services, High School Diploma, Leadership, Military, Multilingual, Online Chat, Quality Management, Spanish Language, Team Lead/Manager, United States Citizen, United States Department of Defense (DoD), Video Chat, Videoconferencing
LOCATION
Fort Bragg, NC
POSTED
30+ days ago

Personal Financial Counselor 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.

Key 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.

Duty to Warn and Security Responsibilities

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.

Other Job Requirements

Education Requirements

  • Bachelors degree required.
  • May consider applicants with an associate degree plus 4 years experience in lieu of bachelors degree.
  • May consider applicants with a high school diploma plus 6 years experience in lieu of a bachelors degree.

Work Experience Requirements

  • 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 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).

General Job Information

Title: Personal Financial Counselor; Fort Bragg, NC Grade: 24

Salary Range: $58,440 - $93,500

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 individuals skills, experience, education, and other job-related factors permitted by law.

Benefits and Perks

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.

About Magellan Health, Inc.

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.

About the Company

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Magellan Health Inc