Personal Financial Counselor, Assignment Ready Counselor

This is a fully remote position, open to applicants in Kentucky.

📋 Description

• This role will provide support during short-term, surge, and on-demand situations arising from military requirements, such as post-deployment events or to fill in for counselors who are unavailable.

• Key responsibilities encompass a comprehensive range of personal financial counseling services for military service members and their families at military installations.

• Services offered include education and counseling related to financial matters, which may entail one-on-one sessions, consultations with a commander or another provider or staff member, delivering briefings and presentations, or offering referral resources outside the context of a counseling session.

• Collaborates closely with installation and military branch Points of Contact (POC) to ensure the program is delivered within its scope and meets the installation's needs.

• Delivers personal financial counseling and management services directly to service members and their families.

• Aids service members in formulating a spending plan for extended absences.

• Develops and distributes informative financial materials for service members and their families.

• Organizes, promotes, and conducts a diverse array of Personal Financial Management classes/workshops, covering topics throughout the military lifecycle, including, but not limited to, arrival at the first duty station, pre- and post-deployment, and personal and career events as outlined in DoDI 1322.34.

• Responds to requests for classes or seminars tailored for specific age groups.

• Possesses the capability to effectively engage in virtual counseling or other electronic communication methods, such as web-based platforms, secure online chat, or video communications, including secure video teleconferencing as sponsored by the customer.

• Manages duty to warn situations in accordance with Department of Defense (DoD) protocols.

• Engages with leadership and participates in regular individual and group supervision, sharing insights regarding trends and issues at the assigned installations.

• Participates in regular in-service training, quality improvement committees, or other contract-related activities as assigned or deemed appropriate.

• Performs all other duties as assigned.

⛳️ Requirements

• A bachelor's degree is required.

• Applicants with an associate degree plus 4 years of experience may be considered in lieu of a bachelor's degree.

• Applicants with a high school diploma plus 6 years of experience may also be considered in lieu of a bachelor's degree.

• A minimum of 3 years of financial counseling experience is required.

• Candidates must be U.S. citizens and fluent in English.

• If contractually required, candidates must be bilingual in English and Spanish.

• Must be able to obtain a favorably adjudicated Tier 2 investigation.

• Must successfully pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.

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

🏝️ Benefits

• Magellan provides a wide array of health, life, voluntary, and other benefits and perks designed to promote your physical, mental, emotional, and financial well-being.