Personal Financial Counselor; Youngstown, OH

Magellan Health • Vienna Center, OH

23h • Hybrid

About The Position

This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. The counselor works closely with the installation and military branch Points of Contact (POC) to assure that the program is providing within scope and meets the needs of the installation. They provide personal financial counseling and management services directly to service members and their families, assist in establishing spending plans for extended absences, and develop informational financial materials. The role also involves coordinating, publicizing, and providing a wide variety of Personal Financial Management classes/workshops across the military lifecycle, responding to requests for age-appropriate classes, and utilizing virtual counseling or other electronic modes of communication. The counselor manages duty to warn situations according to Department of Defense (DoD) protocol, communicates with leadership, participates in regular individual and group supervision, and shares information regarding trends and issues on the assigned installations. Participation in regular in-services/training, quality improvement committees, or other contract activities is also required. The job duties listed are representative and not exhaustive, with additional duties potentially assigned by a leader.

Requirements

• Bachelor's degree (or Associate degree plus 4 years' experience, or High school diploma plus 6 years' experience in lieu of a bachelor's degree).
• 3+ years of financial counseling experience.
• Must be a U.S. citizen.
• Speak fluent English.
• If required by the contract, must be bilingual in English and Spanish.
• 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 have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
• Valid Driver License in State

Responsibilities

• Provide personal financial services at assigned military installations.
• Provide the full breadth of personal financial counseling services to military service members and their families.
• Conduct education and counseling addressing financial services, including one-on-one counseling, consultation, briefings, presentations, or providing referral resources.
• Work closely with the installation and military branch Points of Contact (POC) to assure program scope and needs are met.
• Provide personal financial counseling and management services directly to service members and their families.
• Assist service members in establishing a spending plan for extended absences.
• Develop and make available informational financial materials to service members and families.
• Coordinate, publicize and provide a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle.
• Respond to requests for age-appropriate classes or seminars.
• Effectively utilize virtual counseling or other electronic modes of communication, such as web based, secure online chat, or video-based communications and secure video teleconference.
• Manage duty to warn situations according to Department of Defense (DoD) protocol.
• Communicate with leadership and participate in regular individual and group supervision.
• Share information regarding trends and issues on the installations to which the counselor is assigned.
• Participate in regular in-services/training, quality improvement committees or other contract activities as assigned/appropriate.
• Perform all other duties as assigned.

Benefits

• Short-term incentives
• Comprehensive benefits package
• Broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing.
• Professional growth and development
• Total health and wellness
• Rewards and recognition
• Employee unity

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1,001-5,000 employees