Personal Financial Counselor - Puerto Rico, Fort Buchanan

Magellan Health • Bayamón, PR

5d • $58,440 - $93,500 • Onsite

About The Position

This position provides personal financial services at assigned military installations, delivering the full breadth of personal financial counseling to military service members and their families. Services include one-on-one counseling, consultation with commanders or other providers and staff, briefings and presentations, and referrals to resources outside counseling sessions. The counselor works closely with installation and military branch Points of Contact to ensure the program stays within scope and meets installation needs.

The counselor provides financial counseling and management services, supports service members in creating spending plans for extended absences, and develops informational financial materials. The role coordinates, publicizes, and delivers Personal Financial Management classes and workshops across the military lifecycle, responds to requests for age-appropriate classes, and may use approved virtual or electronic communication methods. The position also follows DoD protocol for duty-to-warn situations, communicates with leadership, participates in supervision and training, and contributes to quality improvement and other contract activities. Additional duties may be assigned.

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 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.
• Assist service members in establishing 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 across the military lifecycle.
• Respond to requests for age-appropriate classes or seminars.
• Effectively use authorized virtual counseling and other electronic communication methods when applicable.
• 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-service training, quality improvement committees, and other assigned or appropriate contract activities.
• 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