Personal Financial Counselor, Holloman AFB

Magellan Health • Holloman AFB, NM

9d • $58,440 - $93,500 • Onsite

About The Position

This position provides personal financial services at assigned military installations, delivering the full breadth of personal financial counseling services to military service members and their families. Services may include one-on-one counseling, consultations with commanders or other providers and staff, briefings and presentations, and referral resources outside counseling sessions. The counselor works closely with installation and military branch Points of Contact to ensure that the program operates within scope and meets installation needs.

The role also includes providing financial education, developing informational materials, coordinating and delivering classes and workshops across the military lifecycle, and responding to requests for age-appropriate classes or seminars. The counselor may use authorized virtual or other electronic communication methods, manages duty-to-warn situations according to Department of Defense protocol, communicates with leadership, participates in supervision and training, and takes part in quality improvement or other contract activities as assigned. Additional duties aligned with the role may be assigned.

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.
• Must be a U.S. citizen and speak fluent English.
• Must be bilingual in English and Spanish if required by the contract.
• 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.
• Must hold one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
• Valid in-state driver's license is listed as required.

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 informational financial materials available 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 or other electronic communications methods, such as web-based services, secure online chat, video-based communications, and customer-sponsored secure video teleconferencing, when authorized.
• 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 installation trends and issues.
• Participate in regular in-services and training, quality improvement committees, and other contract activities as assigned or appropriate.
• Perform other duties as assigned.

Benefits

• The position may be eligible for short-term incentives.
• Comprehensive benefits package.
• Health, life, voluntary, and other benefits and perks intended to support physical, mental, emotional, and financial wellbeing.

What This Job Offers

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