Personal Financial Counselor; MCRD Parris Island, SC

Magellan Health • Port Royal, SC

7d • $58,440 - $93,500 • Onsite

About The Position

The Personal Financial Counselor provides personal financial services at an assigned military installation, serving military service members and their families. The role delivers financial education and counseling through one-on-one 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 services remain within scope and meet installation needs.

The position also coordinates and provides personal financial management classes and workshops across the military lifecycle, including arrival at a first duty station, pre- and post-deployment, and personal and career events. The counselor may provide age-appropriate classes and use authorized virtual or electronic counseling methods. Responsibilities include managing duty-to-warn situations according to Department of Defense protocol, communicating with leadership, participating in supervision and training, and contributing to quality improvement and other contract activities. Additional duties may be assigned in keeping with the role.

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.
• U.S. citizenship.
• Fluent English.
• Bilingual 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.
• 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 directly 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 their 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 other electronic communication methods when authorized, including web-based services, secure online chat, video communications, and customer-sponsored secure video teleconference.
• 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 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