Personal Financial Counselor
Magellan Health • Cincinnati, OH22d • $58,440 - $93,500
Financial Counselor Jobs
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Personal Financial Counselor
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Personal Financial Counselor; Cincinnati, OH
Magellan Health•Cincinnati, OH
•$58,440 - $93,500
About The Position
The Personal Financial Counselor provides personal financial services to military service members and their families at assigned military installations. Services include individual counseling, consultations 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 operates within scope and meets installation needs. The role also involves coordinating and providing financial education classes and workshops covering topics across the military lifecycle, developing informational materials, and using approved virtual or electronic communication methods when authorized. The counselor follows Department of Defense protocols for duty-to-warn situations and communicates with leadership through regular individual and group supervision. Participation in training, quality-improvement committees, and other contract activities may also be required. Additional duties may be assigned in keeping with the role.
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.
- Ability to obtain a favorably adjudicated Tier 2 investigation.
- Ability to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
- One of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
- Valid in-state driver's license.
Nice To Haves
- Bilingual English and Spanish, if required by the contract.
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 informational financial materials available to service members and families.
- Coordinate, publicize, and deliver Personal Financial Management classes and workshops, including topics across the military lifecycle and 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 communication, secure online chat, video communication, or customer-sponsored secure video teleconferencing, 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 regular individual and group supervision, sharing information about installation trends and issues.
- Participate in regular in-services and training, quality-improvement committees, and other assigned or appropriate 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 wellbeing.
- May be eligible for short-term incentives.
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What This Job Offers
Job Type
Full-time
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