Personal Financial Counselor; Counselor- Ohio

Personal Financial Counselor – Assignment Ready Counselor, Ohio

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 service members and their families.
• Assists service members in establishing a spending plan for extended absences.
• 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, e.g., topics across the military lifecycle.
• Responds to requests for age‑appropriate classes or seminars.
• Possesses skills to effectively utilize virtual counseling or other electronic modes of communication.
• Manages duty‑to‑warn situations according to Department of Defense (DoD) protocol.
• Communicates with leadership and participates in regular individual and group supervision.
• Participates in regular in‑services/training, quality improvement committees or other contract activities as assigned/appropriate.

• Bachelor’s degree required. Associate degree plus 4 years’ experience or high school diploma plus 6 years’ experience may be considered.
• 3+ years of financial counseling experience.
• Must be a U.S. citizen and 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).

• Title:
  
  Personal Financial Counselor – Assignment Ready Counselor, Ohio
• Grade: 23
• Work Experience –
  
  Required:
  
  Financial Counseling
• Education –
  
  Required:
  
  Bachelor’s (associate or high school diploma plus experience may be considered)
• License and Certifications –
  
  Required:
  
  AFC, CFP, ChFC; (Driver License may be considered)
• Salary Minimum: $53,125
• Salary Maximum: $84,995
• Employment type:
  
  Part‑time
• Seniority level:
  Mid‑Senior level

Magellan Health, Inc. is an Equal Opportunity Employer. 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.