Personal Financial Counselor- Albuquerque, NM

Magellan Health • Albuquerque, NM

5d • $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. The role delivers counseling and education through individual sessions, 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 addresses installation needs.

The counselor also develops and distributes financial information, coordinates and teaches Personal Financial Management classes and workshops across the military lifecycle, and responds to requests for age-appropriate seminars. Virtual counseling may be provided through approved electronic communication methods when authorized by the OSD FINRED Program office. The position manages duty-to-warn situations in accordance with Department of Defense protocol, communicates trends and issues to leadership, and participates in supervision, training, quality improvement activities, and other assigned contract activities. Additional duties may be assigned.

Requirements

• Bachelor's degree, or an associate degree plus 4 years of experience, or a high school diploma plus 6 years of experience may be considered.
• 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.
• Ability to obtain a favorably adjudicated Tier 2 investigation.
• Ability to 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.

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 deliver 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 outlined in DoDI 1322.34.
• 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 information about 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

• 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