Personal Financial Counselor; Hattiesburg, MS

Magellan Health • Hattiesburg, MS

5d • $58,440 - $93,500 • Onsite

About The Position

The Personal Financial Counselor provides personal financial services at assigned military installations to service members and their families. Services span 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 with installation and military-branch Points of Contact to ensure the program operates within scope and meets installation needs.

The role includes financial counseling and management, helping service members create spending plans for extended absences, preparing informational financial materials, and coordinating and delivering classes and workshops on personal financial management. Topics may cover stages of the military lifecycle and events identified in DoDI 1322.34. The counselor responds to requests for age-appropriate classes and may provide services through authorized virtual or electronic communication methods.

The counselor follows Department of Defense protocols for duty-to-warn situations, communicates with leadership, participates in individual and group supervision, and shares installation trends and issues. The position also includes participation in training, quality improvement committees, and other assigned contract activities. Additional duties may be assigned in keeping with the role. Magellan Health describes the position as potentially eligible for short-term incentives and a comprehensive benefits package.

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.
• At least 3 years of financial counseling experience.
• U.S. citizenship.
• Fluent English.
• English and Spanish bilingual ability 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 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 deliver 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, such as web-based services, secure online chat, video-based communications, or customer-sponsored secure video teleconference, when authorized.
• 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 and training, quality improvement committees, and other assigned or appropriate contract activities.
• Perform other duties as assigned.
• Work with installation and military-branch Points of Contact to ensure services remain within scope and meet installation needs.

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
• Career Level: Mid Level