Personal Financial Counselor - Fort Meade, MD

Magellan Health • Fort Meade, MD

5d • $58,440 - $93,500 • Onsite

About The Position

This position provides personal financial services to military service members and their families at assigned military installations. The counselor delivers one-on-one counseling and consultation, provides referrals, and conducts briefings and presentations. The role works closely with installation and military branch Points of Contact to ensure services remain within scope and meet installation needs.

The counselor develops and distributes financial education materials, helps service members establish spending plans for extended absences, and coordinates and delivers personal financial management classes and workshops. Topics may cover the military lifecycle, including arrival at a first duty station, pre- and post-deployment, and personal and career events. The counselor also responds to requests for age-appropriate classes and may provide authorized virtual counseling using secure electronic communication methods.

Additional duties include managing duty-to-warn situations in accordance with Department of Defense protocol, communicating with leadership, participating in supervision and training, sharing information about installation trends and issues, and contributing to quality improvement committees and other contract activities as assigned. Other duties may be assigned consistent with the role. The position requires compliance with applicable security responsibilities, controls, legal and regulatory requirements, contractual requirements, and internal policies and procedures.

Requirements

• Bachelor's degree, or an associate degree plus 4 years of experience, or a high school diploma plus 6 years of experience may be considered in lieu of a bachelor's degree.
• At least 3 years of financial counseling experience.
• U.S. citizenship.
• Fluent English.
• Ability to obtain a favorably adjudicated Tier 2 investigation.
• Ability 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).
• Valid in-state driver's license.
• English and Spanish bilingual ability if required by the contract.

Responsibilities

• Provide personal financial counseling and management services directly to service members and their families.
• Consult with commanders, other providers, or staff; conduct briefings and presentations; and provide referrals when appropriate.
• Help service members establish spending plans for extended absences.
• Develop and make informational financial materials available to service members and their families.
• Coordinate, publicize, and provide Personal Financial Management classes and workshops covering topics across the military lifecycle.
• Respond to requests for age-appropriate classes or seminars.
• Use virtual counseling and other electronic communication methods effectively when authorized by the OSD FINRED Program office.
• Manage duty-to-warn situations according to Department of Defense protocol.
• Communicate with leadership and participate in individual and group supervision, sharing information about trends and issues at assigned installations.
• Participate in in-services, training, quality improvement committees, and other contract activities as assigned or appropriate.
• Perform other duties as assigned.
• Comply with applicable security responsibilities, controls, legal and regulatory requirements, contractual requirements, and internal policies and procedures.

Benefits

• The position may be eligible for short-term incentives.
• A comprehensive benefits package is offered, including health, life, voluntary, and other benefits and perks supporting physical, mental, emotional, and financial well-being.

What This Job Offers

• Job Type: Full-time