Overview
Personal Financial Counselor, PFC-RAF Lakenheath role at Magellan Health. This position provides personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations, including education and counseling addressing financial services that may include one-on-one counseling, consulting 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 ensure the program is within scope and meets installation needs.
* 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 including arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
* Responds to requests for age-appropriate classes or seminars.
* Utilizes virtual counseling or other electronic modes of communication (web-based, secure online chat, video-based communications) as applicable.
* Manages duty to warn situations according to Department of Defense (DoD) protocol.
* Communicates with leadership and participates in regular supervision, sharing information on trends and issues at assigned installations.
* Participates in regular in-services/training and quality improvement activities as assigned.
* All other duties as assigned.
Responsibilities
These responsibilities reflect the duties listed above and may include additional duties consistent with the job intent without revision to the job description.
Qualifications
* 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 U.S. citizen and fluent in English; bilingual in English and Spanish if required by contract.
* Ability to obtain a favorable adjudication for Tier 2 investigation (if required).
* Must be able 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).
General Job Information
* Title: Personal Financial Counselor, PFC-RAF Lakenheath
* Grade: 23
* Work Experience - Required: Financial Counseling
* Education - Required: A combination of education and work experience may be considered; bachelor’s degree preferred
* License and Certifications - Required: AFC, CFP, or ChFC; Driver License as applicable
* Salary Range: Minimum $53,125; Maximum $84,995
* Note: This position may be eligible for short-term incentives as well as a comprehensive benefits package. Magellan Health is an 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 and controls, and comply with applicable legal, regulatory, and contractual requirements and internal policies and procedures.
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