Personal Financial Counselor, Assignment Ready Counselor, PFC, Idaho

Magellan Health • Idaho Falls, ID

4d

About The Position

The Personal Financial Counselor provides coverage in short-term, surge, and on-demand situations arising from military needs, such as post-deployment events or covering an absent counselor’s assignment. The role provides the full range of personal financial counseling services to military service members and their families at military installations, including individual counseling, consultations 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 the program stays within scope and meets installation needs. Services include helping service members establish spending plans for extended absences; developing and distributing financial information; and coordinating, publicizing, and delivering Personal Financial Management classes and workshops on topics across the military lifecycle. The counselor also responds to requests for age-appropriate classes and seminars and may use virtual or other electronic communication methods when authorized by the OSD FINRED Program office.

The position manages duty-to-warn situations according to Department of Defense protocol, communicates with leadership, and participates in individual and group supervision, sharing installation trends and issues. The counselor also participates in in-services, training, quality-improvement committees, and other assigned contract activities. Duties listed are representative and not all-inclusive; additional duties may be assigned in keeping with the role.

Requirements

• At least 3 years of financial counseling experience.
• 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.
• Must be a U.S. citizen.
• Must 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 process.
• Must hold 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 is required.

Responsibilities

• Provide personal financial counseling and management services to service members and their families at military installations.
• Provide coverage for short-term, surge, and on-demand military needs, including post-deployment events and assignments for absent counselors.
• Deliver one-on-one counseling, consultations with commanders or other providers and staff, briefings, presentations, and referrals to resources.
• Work with installation and military branch Points of Contact to ensure program services remain within scope and meet installation needs.
• 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 deliver Personal Financial Management classes and workshops on military-lifecycle topics.
• Respond to requests for age-appropriate classes and seminars.
• Use virtual counseling and other electronic communication methods when authorized by the OSD FINRED Program office.
• Manage duty-to-warn situations according to Department of Defense protocol.
• Communicate with leadership and participate in individual and group supervision, sharing information about installation trends and issues.
• Participate in in-services, training, quality-improvement committees, and other assigned or appropriate contract activities.
• Perform other duties as assigned.

Benefits

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

What This Job Offers

• Job Type: Full-time