Personal Financial Counselor; Havelock, NC

Magellan Health • Havelock, NC

8d • $58,440 - $93,500

About The Position

The Personal Financial Counselor provides personal financial services to military service members and their families at assigned military installations. Services encompass individual financial counseling, consultation with commanders and other providers or staff, briefings and presentations, and referrals to outside resources. The counselor works closely with installation and military branch Points of Contact to ensure the program remains within scope and meets installation needs. The position also involves virtual counseling when authorized by the OSD FINRED Program office, participation in supervision and training, and other duties as assigned.

Requirements

• Bachelor's degree, or an associate degree plus 4 years of experience, or a high school diploma plus 6 years of experience.
• 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.
• Ability to obtain a favorably adjudicated Tier 2 investigation.
• Ability to 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.

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 deliver 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 outlined in DoDI 1322.34.
• Respond to requests for age-appropriate classes or seminars.
• Use virtual counseling and other electronic communication methods, such as web-based services, secure online chat, video communications, or customer-sponsored secure video teleconference, when authorized.
• 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 regular in-services and training, quality improvement committees, and other contract activities as assigned or appropriate.
• 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