Personal Financial Counselor; Orlando, FL

Magellan Health • Orlando, FL

7d • $58,440 - $93,500

About The Position

The Personal Financial Counselor provides personal financial services to military service members and their families at assigned military installations. Services include one-on-one counseling, consultations 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 the program operates within scope and meets installation needs.

The position also involves coordinating and delivering personal financial management classes and workshops on topics across the military lifecycle, responding to requests for age-appropriate classes, preparing informational materials, and supporting service members with financial planning for extended absences. Counselors may use approved virtual or electronic communication methods when authorized by the OSD FINRED Program office. The role includes following DoD duty-to-warn protocols, communicating trends and issues to leadership, participating in supervision and training, and contributing to quality improvement or other contract activities as 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 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 required.

Responsibilities

• Provide personal financial counseling and management services directly to service members and their families.
• Help service members establish spending plans for extended absences.
• Develop and distribute informational financial materials for service members and families.
• Coordinate, publicize, and provide Personal Financial Management classes and workshops on military lifecycle topics, 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 electronic communication methods when authorized, including 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 individual and group supervision, sharing installation trends and issues.
• Participate in in-services, training, quality improvement committees, and other contract activities as assigned or appropriate.
• Perform other duties as assigned.

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
• Career Level: Mid Level