Personal Financial Counselor- Spokane, WA

Magellan Health • Spokane, WA

28d • $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. Services include one-on-one counseling, consultations with commanders or other providers and staff, briefings and presentations, and referrals to resources outside of counseling sessions. The counselor works with installation and military branch Points of Contact to ensure the program stays within scope and meets installation needs.

The role also involves developing and distributing financial education materials, coordinating and teaching personal financial management classes and workshops, and responding to requests for age-appropriate classes or seminars. Topics may span the military lifecycle, including arrival at a first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34. Virtual support may be provided through approved electronic communication methods when authorized by the OSD FINRED Program office.

The counselor manages duty-to-warn situations according to Department of Defense protocol, communicates with leadership, participates in supervision and training, and contributes to quality improvement committees and other assigned contract activities. Additional duties may be assigned consistent 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 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 to service members and their families.
• Help service members establish 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.
• 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 trends and issues at assigned installations.
• Participate in in-services, training, quality improvement committees, and other assigned 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 supporting physical, mental, emotional, and financial wellbeing.

What This Job Offers

• Job Type: Full-time