Personal Financial Counselor- Cheyenne, WY

Magellan Health • Cheyenne, WY

6d • $58,440 - $93,500 • Onsite

About The Position

This position provides personal financial services at assigned military installations, delivering personal financial counseling and management services to military service members and their families. Services may include 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 closely with installation and military branch Points of Contact to ensure the program stays within scope and meets installation needs.

The role includes helping service members establish spending plans for extended absences; developing and distributing informational financial materials; and coordinating, publicizing, and delivering 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 described in DoDI 1322.34. The counselor also responds to requests for age-appropriate classes or seminars and may use authorized virtual counseling and secure electronic communications.

The counselor manages duty-to-warn situations according to Department of Defense protocol, communicates with leadership, participates in individual and group supervision, and shares information about installation trends and issues. The position also participates in training, quality-improvement committees, and other contract activities as assigned. Additional duties aligned with the role may be assigned.

Requirements

• Bachelor's degree required; 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.
• Must be a U.S. citizen and speak fluent English.
• Must be bilingual in English and Spanish if required by the contract.
• Must be able to obtain a favorably adjudicated Tier 2 investigation.
• Must pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
• Must hold one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
• Valid in-state driver's license required.

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 provide personal financial management classes and workshops on military lifecycle topics and other requested subjects.
• Respond to requests for age-appropriate classes or seminars.
• Use virtual counseling or other secure electronic communication methods when authorized by the OSD FINRED Program office.
• Manage duty-to-warn situations according to Department of Defense protocol.
• Communicate with leadership and participate in individual and group supervision, sharing installation trends and issues.
• Participate in in-services, training, quality-improvement committees, and other assigned contract activities.
• Perform other duties as assigned.

Benefits

• Comprehensive benefits package, including health, life, voluntary, and other benefits and perks supporting physical, mental, emotional, and financial well-being.
• May be eligible for short-term incentives.

What This Job Offers

• Job Type: Full-time