Personal Financial Counselor; Youngstown, OH

Magellan Health • Vienna Center, OH

22d • $58,440 - $93,500 • Onsite

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 financial education and counseling through individual sessions, consultations with commanders or other providers and staff, briefings, 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 address installation needs.

The position also develops and shares informational financial materials; coordinates, publicizes, and delivers financial management classes and workshops across military lifecycle events; and responds to requests for age-appropriate classes or seminars. Virtual counseling may be provided through approved electronic communication methods when authorized by the OSD FINRED Program office. The counselor follows Department of Defense protocols for duty-to-warn situations, communicates with leadership, participates in supervision and training, and contributes to quality improvement committees and other contract activities as assigned. Additional duties may be assigned consistent with the role.

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 in lieu of a bachelor's degree.
• At least 3 years of financial counseling experience.
• U.S. citizenship.
• Fluent English.
• 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.

Nice To Haves

• Bilingual English and Spanish, if required by the contract.

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 covering 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.
• Effectively use authorized virtual counseling and electronic communication methods, such as web-based services, secure online chat, video-based communications, or customer-sponsored secure video teleconference.
• 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 contract activities as assigned or appropriate.
• 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 supporting physical, mental, emotional, and financial wellbeing.

What This Job Offers

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