Job Details

Overview

Personal Financial Counselor; Greenville, SC Magellan Federal

This position provides 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 ensure the program is within scope and meets the needs of the installation.

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 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.


• Utilizes virtual counseling or other electronic modes of communication (web-based, secure online chat, or video-based communications) as appropriate; virtual PFC support may be authorized by the OSD FINRED Program office.


• Manages duty to warn situations according to DoD protocol.


• Communicates with leadership and participates in regular supervision, sharing information regarding trends and issues on the installations.


• Participates in regular in-services/training, quality improvement committees or other contract activities as assigned.


• All other duties as assigned.

Qualifications

• Bachelor's degree required. May consider an associate degree plus 4 years of experience in lieu of bachelor's degree. May consider a high school diploma plus 6 years of experience in lieu of bachelor's degree.


• 3+ years of financial counseling experience.


• Must be a U.S. citizen and fluent in English; if required by contract, 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.


• 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; Greenville, SC


• Grade: 23


• Work Experience - Required: Financial Counseling


• Education - Required: A Combination of Education and Work Experience May Be Considered; Bachelor's


• License and Certifications - Required: AFC, CFP, ChFC (and related listed options); DL or in-state license where applicable

• Salary Range: Salary Minimum $53,125; Salary Maximum $84,995

Note: 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.

Company and Employment Details

• Seniority level: Mid-Senior level


• Employment type: Full-time


• Job function: Finance and Sales


• Industries: Business Consulting and Services

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