Personal Financial Counselor, Assignment Ready Counselor, PFC, Wisconsin

This position will provide coverage in short-term, surge and on demand situations resulting from the Military needs such as a post-deployment event or to cover an existing assignment for counselors who are absent.

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.

Works closely with the installation and military branch Points of Contact (POC) to assure that the program is provided within scope and meets the needs of the installation.

Provides personal financial counseling and management services directly to adults, children, and youth of service members.

Provides individualized financial counseling and assistance to service members and families.

Assists service members in establishing an extended absence financial plan.

Develops and makes available informational financial materials to service members and families.

Coordinates, publicizes and provides a wide variety of Personal Financial Management classes / workshops, 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 2..

Responds to requests for age appropriate classes or seminars to youths and teens as part of on-base education.

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 which may be offered as an adjunct to face-to-face counseling in situations where service members and families are unable to attend in person.

Manages duty to warn and restricted reporting situations according to Department of Defense (DoD) protocol and staffs the cases with leadership.

Communicates with leadership and participates in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned.

Participates in regular in-services / training, quality Improvement committees or other contract activities as assigned / appropriate.

All other duties as assigned.

Other Job Requirements

Responsibilities

Bachelor's degree required.

May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor's degree.

May consider applicants with a high school diploma plus 6 years' experience in lieu of a bachelor's degree.

3+ years of financial counseling experience.

Must be a citizen and speak fluent English.

Be able to obtain a favorably adjudicated Tier 1 investigation.

Must have one of the following certifications : Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

General Job Information

Title

Personal Financial Counselor, Assignment Ready Counselor, PFC, Wisconsin

Grade

Work Experience - Required

Financial Counseling

Work Experience - Preferred

Education - Required

A Combination of Education and Work Experience May Be Considered., Bachelors

Education - Preferred

License and Certifications - Required

AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant - Enterprise

License and Certifications - Preferred

Salary Range

Salary Minimum : Salary Maximum :

Salary Maximum :

This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location.

Actual pay will be adjusted based on an individual's skills, experience, education, and other job-related factors permitted by law.

This position may be eligible for short-term incentives as well as a comprehensive benefits package. Magellan offers a broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing.

Magellan Health, Inc. is proud to be an Equal Opportunity Employer and a Tobacco-free workplace. EOE / M / F / Vet / Disabled.

Every employee must understand, comply with and attest to the security responsibilities and security controls unique to their position;

and comply with all applicable legal, regulatory, and contractual requirements and internal policies and procedures.