Personal Financial Counselor- Assignment Ready Counselor, Illinois

Magellan Health•Springfield, IL
•$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 coverage for counselors who are absent. The counselor provides the full range of personal financial counseling services to military service members and their families at military installations. Services may include individual counseling, consultations 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 is delivered within scope and meets installation needs. The role may involve in-person and, when authorized by the OSD FINRED Program Office, virtual personal financial counseling through secure online chat, web-based communication, video communication, or customer-sponsored secure video teleconference. The position also includes communication with leadership, participation in individual and group supervision, training, quality improvement committees, and other contract activities as assigned. Additional duties may be assigned in keeping with the position's intent.

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.
  • 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 (OCI) process.
  • 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.

Responsibilities

  • Provide personal financial counseling and management services directly to service members and their families.
  • Help service members establish spending plans for extended absences.
  • Develop and make available informational financial materials for service members and families.
  • Coordinate, publicize, and provide Personal Financial Management classes and workshops on topics 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 communication methods effectively when authorized.
  • Manage duty-to-warn situations according to Department of Defense protocol.
  • Communicate with leadership and participate in regular individual and group supervision, sharing information about trends and issues at assigned installations.
  • Participate in regular in-services and 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.
  • Comprehensive benefits package, including health, life, voluntary, and other benefits and perks supporting physical, mental, emotional, and financial wellbeing.
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