Personal Financial Counselor, Assignment Ready Counselor, PFC, Missouri

Magellan Health • Joplin, MO

3d

About The Position

This position provides personal financial counseling 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 counselor provides the full range of personal financial counseling services to service members and their families at military installations, including individual counseling, consultations with commanders or other providers and staff, briefings and presentations, and referrals outside counseling sessions.

The counselor works with installation and military branch Points of Contact to ensure the program remains 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 teaching Personal Financial Management classes and workshops across the military lifecycle. The counselor responds to requests for age-appropriate classes and may use virtual counseling or other secure electronic communication methods when authorized by the OSD FINRED Program office.

The role also includes managing duty-to-warn situations according to Department of Defense protocol, communicating with leadership, participating in individual and group supervision, sharing installation trends and issues, and attending training, quality improvement committees, and other assigned contract activities. Additional duties may be assigned consistent with the purpose of the role.

Requirements

• 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 process.
• Must hold one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
• A valid in-state driver license is listed as required.
• A bachelor's degree is 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.

Responsibilities

• Provide personal financial counseling coverage in short-term, surge, and on-demand situations arising from military needs.
• Deliver personal financial counseling and management services to service members and their families at military installations.
• Provide one-on-one counseling, consultations with commanders or other providers and staff, briefings, presentations, and referral resources.
• Work with installation and military branch Points of Contact to ensure the program stays within scope and meets installation needs.
• Help service members establish spending plans for extended absences.
• Develop and make informational financial materials available to service members and families.
• Coordinate, publicize, and teach Personal Financial Management classes and workshops on topics across the military lifecycle, including arrival at a first duty station and pre- and post-deployment events.
• Respond to requests for age-appropriate classes or 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 installation trends and issues.
• Participate in in-service training, quality improvement committees, and other assigned or appropriate contract activities.
• Perform other duties as assigned.

Benefits

• The position may be eligible for short-term incentives.
• Comprehensive benefits package, including health, life, voluntary, and other benefits and perks.

What This Job Offers

• Job Type: Full-time