Personal Financial Counselor; Charlotte, NC

Responsibilities

• Provide personal financial services at assigned military installations.
• Deliver the full breadth of personal financial counseling services to service members and their families, including one‑on‑one counseling and consultations with commanders or other providers.
• Conduct briefings and presentations, and provide referral resources to participants outside the context of a counseling session.
• Work closely with installation and military branch Points of Contact (POC) to ensure the program stays within scope and meets installation needs.
• Assist service members in establishing spending plans for extended absences.
• Develop and distribute informational financial materials for service members and families.
• Coordinate, publicize, and deliver a wide variety of Personal Financial Management classes/workshops on topics across the military lifecycle (e.g., arrival at first duty station, pre‑ and post‑deployment, and personal/career events outlined in DoDI 1322.34).
• Respond to requests for age‑appropriate classes or seminars.
• Utilize virtual counseling or other electronic communication modes such as web‑based, secure online chat, or video‑based communications, including secure video teleconference sponsored by the customer.
• Manage duty‑to‑warn situations in accordance with Department of Defense (DoD) protocol.
• Communicate with leadership and participate in regular individual and group supervision, sharing information regarding trends and issues on assigned installations.
• Participate in regular in‑services/training, quality improvement committees, or other contract activities as assigned or appropriate.
• Perform all other duties as assigned.

• Bachelor’s degree required; associate degree plus 4 years of relevant experience, or high school diploma plus 6 years of relevant experience, may also be considered.
• 3+ years of financial counseling experience.
• Must be a U.S. citizen and speak fluent English; bilingual in English and Spanish if required by contract.
• Must be able to obtain a favorably adjudicated Tier2 investigation.
• Must successfully complete the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
• Must hold at least one of the following certifications:
  Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

• Title:
  
  Personal Financial Counselor
• Location:
  
  Charlotte, NC
• Grade: 24
• Salary: $58,440 – $93,500 (base pay)
• Benefits:
  Comprehensive health, life, volunteer, and other benefits package.

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

All employees must understand, comply with, and attest to the security responsibilities unique to their position and to all applicable legal, regulatory, and contractual requirements.

Magellan is committed to providing equal employment opportunities to employees and applicants for employment without regard to race, color, creed, religion, sex, gender identity and expression, sexual orientation, marital status, age, national origin, ancestry, citizenship, physical or mental disability, disabled veteran or veteran of the Vietnam Era status, or any other factors protected by law.