Personal Financial Counselor- Helena, MT

Magellan Health • Helena, MT

32d • $58,440 - $93,500

About The Position

This position provides personal financial services at assigned military installations, delivering personal financial counseling and management services directly to service members and their families. Services may include individual counseling, consultation with commanders or other providers and staff, briefings and presentations, and referrals to resources outside counseling sessions. The counselor works closely with installation and military branch Points of Contact to ensure services remain within scope and address installation needs.

The role includes helping service members establish spending plans for extended absences; developing and sharing financial information materials; and coordinating, publicizing, and delivering personal financial management classes and workshops. Topics span the military lifecycle, including arrival at a first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34. The counselor also responds to requests for age-appropriate classes and seminars and must be able to use virtual counseling and other electronic communication methods when 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, and shares information about trends and issues at assigned installations. The role also participates in in-services, training, quality improvement committees, and other contract activities as assigned or appropriate. Additional duties may be assigned in line with the intent of the role.

A bachelor's degree is required, although an associate degree plus four years of experience or a high school diploma plus six years of experience may be considered in lieu of a bachelor's degree. Applicants must have at least three years of financial counseling experience and hold one of the specified financial counseling or planning certifications. The position requires U.S. citizenship, fluent English, eligibility for a favorably adjudicated Tier 2 investigation, and successful completion of the Congressionally Mandated Disclosures for Organizational Conflicts of Interest process. English-Spanish bilingual ability is required if specified by the contract.

Requirements

• Bachelor's degree, or an associate degree plus four years of experience, or a high school diploma plus six years of experience.
• At least three 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.
• 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 service members and their families.
• Assist service members in establishing spending plans for extended absences.
• Develop and make informational financial materials available to service members and families.
• Coordinate, publicize, and conduct 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 other electronic communication methods when authorized.
• Manage duty-to-warn situations according to Department of Defense protocol.
• Communicate with leadership and participate in individual and group supervision, sharing trends and issues at assigned installations.
• Participate in in-services, training, quality improvement committees, and other contract activities as assigned or appropriate.
• Work with installation and military branch Points of Contact to ensure services are within scope and meet installation needs.

Benefits

• Comprehensive benefits package, including 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