Personal Financial Counselor, Assignment Ready Counselor, PFC, Missouri

Magellan Health • Columbia, MO

4d • $58,440 - $93,500

About The Position

The Personal Financial Counselor, Assignment Ready Counselor provides coverage in short-term, surge, and on-demand situations arising from military needs, such as post-deployment events or coverage for absent counselors. The position provides the full breadth of personal financial counseling services to military 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 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 role also includes virtual counseling when authorized by the OSD FINRED Program office, managing duty-to-warn situations according to DoD protocol, communicating with leadership, and participating in supervision, training, quality improvement committees, and other appropriate contract activities.

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 (OCI) process.
• Must hold one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
• A valid in-state driver's license is required.
• Must understand, comply with, and attest to position-specific security responsibilities and controls, and comply with applicable legal, regulatory, contractual, and internal policy requirements.

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 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 communications methods, such as web-based services, secure online chat, video-based communications, and customer-sponsored secure video teleconference, 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-services, training, quality improvement committees, and other contract activities as assigned or appropriate.
• Perform other duties as assigned.

Benefits

• Potential eligibility 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