Personal Financial Counselor; Camp Ripley, MN

Magellan Health • Little Falls, MN

1d • Hybrid

About The Position

This position involves providing personal financial services to military service members and their families at assigned military installations. The role encompasses a full range of personal financial counseling, including one-on-one sessions, consultations with commanders or other providers, conducting briefings and presentations, and offering referral resources. The counselor will collaborate closely with installation and military branch Points of Contact (POC) to ensure the program's scope and effectiveness. Key duties include assisting service members with spending plans for extended absences, developing informational financial materials, and coordinating and publicizing various Personal Financial Management classes and workshops covering topics across the military lifecycle, such as arrival at first duty station, pre- and post-deployment, and personal and career events as outlined in DoDI 1322.34. The counselor must be proficient in utilizing virtual counseling and other electronic communication modes like web-based platforms, secure online chat, or video teleconference, with virtual support authorized by the OSD FINRED Program office. Managing duty to warn situations according to Department of Defense (DoD) protocol is also a critical aspect. The role requires communication with leadership and participation in regular individual and group supervision to share trends and issues, as well as engagement in in-services/training, quality improvement committees, or other contract activities.

Requirements

• Bachelor's degree required (or an associate degree plus 4 years' experience in lieu of bachelor's degree, or a high school diploma plus 6 years' experience in lieu of a bachelor's degree).
• 3+ years of financial counseling experience.
• Must be a U.S. citizen.
• Speak fluent English.
• If required by the contract, must be bilingual in English and Spanish.
• Be able to obtain a favorably adjudicated Tier 2 investigation.
• Must be able to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
• Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

Responsibilities

• Provide personal financial services at assigned military installations.
• Provide the full breadth of personal financial counseling services to military service members and their families.
• Conduct education and counseling addressing financial services, including one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources.
• Work closely with the installation and military branch Points of Contact (POC) to assure that the program is providing within scope and meets the needs of the installation.
• Provide personal financial counseling and management services directly to service members and their families.
• Assist service members in establishing a spending plan for extended absences.
• Develop and make available informational financial materials to service members and families.
• Coordinate, publicize and provide a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at 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.
• Effectively utilize virtual counseling or other electronic modes of communication, such as web based, secure online chat, or video-based communications and secure video teleconference sponsored by the customer.
• Manage duty to warn situations according to Department of Defense (DoD) protocol.
• Communicate with leadership and participate in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned.
• Participate in regular in-services/training, quality improvement committees or other contract activities as assigned/appropriate.
• Perform all other duties as assigned.

Benefits

• Comprehensive benefits package
• Broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1,001-5,000 employees