Personal Financial Counselor, Assignment Ready Counselor, PFC, Indiana

Magellan Health • Grissom AFB, IN

5d • $58,440 - $93,500

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 covering assignments for absent counselors. The counselor provides the full breadth of personal financial counseling services to 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 closely with installation and military branch Points of Contact to ensure the program operates within scope and meets installation needs.

The role also includes providing education and financial management services, helping service members establish spending plans for extended absences, developing informational materials, and coordinating and delivering financial management classes and workshops. Classes may address topics across the military lifecycle and respond to requests for age-appropriate seminars. The counselor may use virtual or electronic communication methods when authorized by the OSD FINRED Program office, manages duty-to-warn situations according to DoD protocol, communicates with leadership, participates in supervision and training, and performs other assigned duties.

Requirements

• Bachelor's degree, or 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.
• U.S. citizenship and fluent English.
• Bilingual 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 process.
• 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.
• 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 Personal Financial Management classes and workshops 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-service training, quality improvement committees, and other contract activities as assigned or appropriate.
• 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