Personal Financial Counselor; Fort Benning, GA

Magellan Health • Fort Benning, GA

20h • Onsite

About The Position

This position provides personal financial services to military service members and their families at assigned military installations, such as Fort Benning, GA. The role encompasses a full range of personal financial counseling services, including one-on-one counseling, consultations with commanders or other providers, conducting briefings and presentations, and providing referral resources. The counselor will collaborate closely with installation and military branch Points of Contact (POC) to ensure the program's scope and needs are met. Key duties involve assisting service members in establishing spending plans for extended absences, developing and distributing informational financial materials, and coordinating a variety of Personal Financial Management classes and workshops covering topics across the military lifecycle, including arrival at first duty station, pre- and post-deployment, and personal and career events as outlined in DoDI 1322.34. The counselor is also expected to respond to requests for age-appropriate classes or seminars and possess the skills to effectively utilize virtual counseling and other electronic communication modes like web-based, secure online chat, or video-based communications, with virtual support authorized by the OSD FINRED Program office. The role includes managing duty to warn situations according to Department of Defense (DoD) protocol, communicating with leadership, participating in regular individual and group supervision, and engaging in in-services, training, quality improvement committees, or other contract activities.

Requirements

• Bachelor's degree required (may consider applicants with an associate degree plus 4 years' experience or a 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.

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 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.
• Work 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.
• 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, including, but not limited to, arrival at 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.
• Possess the skills to 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 sponsored by the customer.
• Manage duty to warn situations according to Department of Defense (DoD) protocol.
• Communicate with leadership and participate in regular individual and group supervision, sharing 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.
• Understand, comply with and attest to the security responsibilities and security controls unique to their position.
• Comply with all applicable legal, regulatory, and contractual requirements and internal policies and procedures.

Benefits

• Eligibility for short-term incentives
• Comprehensive benefits package
• Broad range of health, life, voluntary and other benefits and perks that enhance 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