Personal Financial Counselor, Rio Rancho, NM

Magellan Health • Rio Rancho, NM

9d • $58,440 - $93,500

About The Position

This position provides personal financial services at assigned military installations, delivering the full breadth of personal financial counseling services to military service members and their families. Services may include one-on-one counseling, consultations with commanders or other providers and staff, briefings and presentations, and referral resources provided outside a counseling session. 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, helps service members establish spending plans for extended absences, develops informational financial materials, and coordinates, publicizes, and teaches Personal Financial Management classes and workshops. Topics may cover the military lifecycle, including arrival at a first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34. The role also responds to requests for age-appropriate classes or seminars and may provide virtual support using electronic communication methods when authorized by the OSD FINRED Program office.

The position manages duty-to-warn situations according to Department of Defense protocol, communicates with leadership, participates in individual and group supervision, and shares information about installation trends and issues. It also involves participating in in-services, training, quality improvement committees, and other contract activities as assigned or appropriate. Additional duties may be assigned in line with the intent of the role.

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 be able to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
• Must hold at least 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 available informational financial materials to service members and families.
• Coordinate, publicize, and provide Personal Financial Management classes and workshops covering military lifecycle and other personal and career topics.
• Respond to requests for age-appropriate classes or seminars.
• Use virtual counseling and 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 installation trends and issues.
• Participate in in-services, 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