Personal Financial Counselor; Jacksonville, FL

Magellan Health • Jacksonville, FL

8d • $58,440 - $93,500

About The Position

This position provides personal financial services to military service members and their families at assigned military installations. The counselor delivers the full breadth of personal financial counseling and education, including individual counseling, consultations with commanders or other providers and staff, briefings and presentations, and referrals to outside resources. The counselor works closely with installation and military branch Points of Contact to ensure services remain within program scope and meet installation needs.

The role also coordinates and delivers financial management classes and workshops across the military lifecycle, responds to requests for age-appropriate classes, and develops informational materials. The counselor may use authorized virtual and electronic communications for counseling. Additional responsibilities include managing duty-to-warn situations in accordance with Department of Defense protocol, communicating with leadership, participating in supervision and training, and contributing to quality-improvement committees and other contract activities as assigned. The listed duties are representative and may be supplemented by other duties aligned with the role.

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 and 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 (OCI) 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 directly to service members and their families.
• Assist service members in establishing a spending plan for extended absences.
• Develop and make available informational financial materials to service members and families.
• Coordinate, publicize, and provide 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.
• Respond to requests for age-appropriate classes or seminars.
• Use virtual counseling and other electronic communication methods when authorized, such as web-based services, secure online chat, video-based communications, and customer-sponsored secure video teleconference.
• Manage duty-to-warn situations according to Department of Defense protocol.
• Communicate with leadership and participate in regular individual and group supervision, sharing information about trends and issues at assigned installations.
• Participate in regular in-services and training, quality-improvement committees, and other contract activities as assigned or appropriate.
• Perform other duties as assigned.

Benefits

• Comprehensive benefits package.
• Health, life, voluntary, and other benefits and perks supporting physical, mental, emotional, and financial wellbeing.
• May be eligible for short-term incentives.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level