Personal Financial Counselor, PFC- Duluth, MN

Magellan Health • Duluth, MN

5d • $58,440 - $93,500

About The Position

This position provides personal financial services at assigned military installations, serving military service members and their families. 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 with installation and military branch Points of Contact to ensure the program operates within scope and meets installation needs.

The role includes providing financial counseling and management services, helping service members develop spending plans for extended absences, and developing informational financial materials. The counselor coordinates, publicizes, and delivers 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. The counselor also responds to requests for age-appropriate classes or seminars.

The counselor must be able to use virtual counseling and other electronic communication methods, including web-based tools, secure online chat, video communications, and customer-sponsored secure video teleconferencing. Virtual support may be authorized only by the OSD FINRED Program office. The role also involves managing duty-to-warn situations under Department of Defense protocol, communicating with leadership, participating in regular individual and group supervision, sharing installation trends and issues, and taking part in training, quality improvement committees, and other assigned contract activities. Additional duties may be assigned consistent with the position's intent.

A bachelor's degree is required, though applicants with an associate degree and four years of experience, or a high school diploma and six years of experience, may be considered in lieu of a bachelor's degree. Applicants need at least three years of financial counseling experience and one of the following certifications: AFC, CFP, or ChFC. A valid in-state driver's license is also listed as required.

Requirements

• Bachelor's degree required; applicants with 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.
• At least 3 years of financial counseling experience.
• 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 (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.
• Assist service members in establishing spending plans for extended absences.
• Develop and make available informational financial materials to service members and families.
• Coordinate, publicize, and provide 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 electronic communication methods when authorized, including web-based tools, secure online chat, video communications, and secure video teleconferencing.
• 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 trends and issues at assigned installations.
• Participate in regular in-services and training, quality improvement committees, and other assigned or appropriate contract activities.
• Perform other duties as assigned.

Benefits

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

What This Job Offers

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