Personal Financial Counselor; Cincinnati, OH

Magellan Health • Cincinnati, OH

21d • Onsite

About The Position

The Personal Financial Counselor provides personal financial services to military service members and their families at assigned military installations. The role delivers a broad range of counseling and education, including one-on-one counseling, consultation with commanders or other providers and staff, briefings and presentations, and referrals to resources outside counseling sessions. The counselor works with installation and military branch Points of Contact to ensure services remain within scope and meet installation needs.

The counselor provides financial counseling and management services, helps service members develop spending plans for extended absences, and develops informational financial materials for service members and families. The role coordinates, publicizes, and delivers Personal Financial Management classes and workshops on topics across the military lifecycle, including arrival at a first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34. It also responds to requests for age-appropriate classes or seminars.

The position requires effective use of virtual counseling and electronic communication methods, such as web-based services, secure online chat, video-based communication, and customer-sponsored secure video teleconference; virtual support may only be authorized by the OSD FINRED Program office. The counselor manages duty-to-warn situations according to Department of Defense protocol, communicates with leadership, participates in individual and group supervision, shares information about installation trends and issues, and participates in training, quality improvement committees, and other contract activities as assigned. Additional duties may be assigned consistent with the role. The position requires U.S. citizenship, fluent English, and the ability to obtain a favorably adjudicated Tier 2 investigation and pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest process. A valid in-state driver's license is listed as required.

Requirements

• Bachelor's degree required; 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.
• Bilingual English and Spanish if required by the contract.
• Ability to obtain a favorably adjudicated Tier 2 investigation.
• Ability to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest process.
• At least one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
• Valid in-state driver's license.

Responsibilities

• Provide personal financial counseling and management services to military service members and their families at assigned installations.
• Deliver financial education through individual counseling, consultations, briefings, presentations, and referrals to resources.
• Work with installation and military branch Points of Contact to ensure the program operates within scope and meets installation needs.
• Help service members establish spending plans for extended absences.
• Develop and make available informational financial materials for service members and families.
• Coordinate, publicize, and provide Personal Financial Management classes and workshops on topics across the military lifecycle.
• Respond to requests for age-appropriate classes or seminars.
• Use virtual counseling and electronic communication methods effectively when authorized.
• Manage duty-to-warn situations according to Department of Defense protocol.
• Communicate with leadership and participate in individual and group supervision, sharing installation trends and issues.
• Participate in in-service training, quality improvement committees, and other contract activities as assigned.
• Perform other duties as assigned.

Benefits

• Comprehensive benefits package, including health, life, voluntary, and other benefits and perks intended to support physical, mental, emotional, and financial wellbeing.
• May be eligible for short-term incentives.

What This Job Offers

• Job Type: Full-time