Personal Financial Counselor; Camp Ripley, MN

Magellan Health • Little Falls, MN

7d • $58,440 - $93,500

About The Position

The Personal Financial Counselor provides personal financial services at assigned military installations, delivering comprehensive counseling and education to military service members and their families. Services may include individual 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 services remain within scope and meet installation needs.

The role includes helping service members establish spending plans for extended absences; developing informational financial materials; and coordinating, publicizing, and conducting personal financial management classes and workshops. Topics may span 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 counselor also responds to requests for age-appropriate classes or seminars and may use approved virtual counseling and secure electronic communications when authorized by the OSD FINRED Program Office.

The counselor manages duty-to-warn situations according to DoD protocol, communicates with leadership, participates in individual and group supervision, and shares installation trends and issues. The position also involves in-service training, quality-improvement committees, and other assigned contract activities. Additional duties may be assigned consistent with the role. Employees must understand and comply with applicable security responsibilities, legal, regulatory, contractual, and internal policy requirements.

Requirements

• Bachelor's degree, or an associate degree plus 4 years of experience, or a high school diploma plus 6 years of experience.
• At least 3 years of financial counseling experience.
• U.S. citizenship.
• Fluent English.
• Ability to obtain a favorably adjudicated Tier 2 investigation.
• Ability to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) 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 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 on topics across the military lifecycle.
• Respond to requests for age-appropriate classes or seminars.
• Use virtual counseling and other secure electronic communication methods when authorized by the OSD FINRED Program Office.
• Manage duty-to-warn situations according to Department of Defense protocol.
• Work with installation and military-branch points of contact to ensure the program is within scope and meets installation needs.
• Communicate with leadership, participate in supervision, and share trends and issues from assigned installations.
• Participate in in-service training, quality-improvement committees, and other assigned contract activities.
• Perform other duties as assigned and comply with position-specific security responsibilities and applicable requirements.

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