Personal Financial Counselor - Army National Guard, Brooklyn, NY

Magellan Health • New York, NY

7d • $58,440 - $93,500

About The Position

Provides personal financial counseling and management services to military service members and their families at assigned military installations. The counselor delivers 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 role works closely with installation and military branch Points of Contact to ensure services remain within scope and meet installation needs.

The counselor supports service members and families with financial planning, including establishing spending plans for extended absences, and develops and distributes informational financial materials. The position coordinates, publicizes, and conducts 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. It also responds to requests for age-appropriate classes or seminars.

The role may use virtual counseling and other electronic communication methods, subject to authorization by the OSD FINRED Program office. It follows Department of Defense protocols for duty-to-warn situations, communicates with leadership, participates in individual and group supervision, and shares installation trends and issues. The counselor also participates in training, quality improvement committees, and other contract activities as assigned. Additional duties may be assigned consistent with the intent of 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.
• Must be a U.S. citizen and 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.
• Help service members establish spending plans for extended absences.
• Develop and make informational financial materials available to service members and families.
• Coordinate, publicize, and provide personal financial management classes and workshops covering 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 contract activities as assigned.
• Perform other duties as assigned.

Benefits

• The position may be eligible for short-term incentives and a 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