Personal Financial Counselor, Assignment Ready Counselor, PFC, Arkansas

Magellan Health • Bentonville, AR

2d

About The Position

This position provides coverage in short-term, surge, and on-demand situations arising from military needs, such as post-deployment events or to cover counselors who are absent. The counselor provides the full breadth of personal financial counseling services to military service members and their families at military installations. Services may include one-on-one counseling, consultation with commanders or other providers and staff, briefings and presentations, and referrals outside 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 includes providing financial counseling and management services, helping service members establish spending plans for extended absences, developing informational financial materials, and coordinating, publicizing, and delivering Personal Financial Management classes and workshops across the military lifecycle. The counselor responds to requests for age-appropriate classes or seminars and may use authorized virtual or electronic communication methods, including secure online chat and video-based communications.

The position also requires managing duty-to-warn situations according to Department of Defense protocol; communicating with leadership; participating in individual and group supervision, training, quality improvement committees, and other assigned contract activities; and performing other duties as assigned. Duties listed are representative and not all-inclusive.

A bachelor's degree is required, though an associate degree plus four years of experience or a high school diploma plus six years of experience may be considered in lieu of a bachelor's degree. At least three years of financial counseling experience and one of the following certifications are required: AFC, CFP, or ChFC. Candidates must be U.S. citizens, speak fluent English, be able to obtain a favorably adjudicated Tier 2 investigation, and pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest process. English-Spanish bilingual ability is required if the contract requires it. A valid in-state driver's license is also listed as required.

Requirements

• Bachelor's degree; an associate degree plus four years of experience or a high school diploma plus six years of experience may be considered in lieu of a bachelor's degree.
• At least three years of financial counseling experience.
• One of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
• 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.
• Valid in-state driver's license.
• Bilingual English and Spanish if required by the contract.

Responsibilities

• Provide personal financial counseling and management services to military service members and their families at military installations.
• Provide one-on-one counseling, consultations with commanders or other providers and staff, briefings, presentations, and referral resources.
• Work with installation and military branch Points of Contact to ensure the program is delivered within scope and meets installation needs.
• 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 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 regular individual and group supervision, sharing trends and issues at assigned installations.
• Participate in in-services and training, quality improvement committees, and other assigned or appropriate contract activities.
• Perform other duties as assigned.

Benefits

• Comprehensive benefits package.
• Health, life, voluntary, and other benefits and perks supporting physical, mental, emotional, and financial wellbeing.
• Potential eligibility for short-term incentives.

What This Job Offers

• Job Type: Full-time