Personal Financial Counselor, PFC-Army National Guard-Farmingdale, NY at Magellan Health | Farmingdale, NY, US | Rezi

Personal Financial Counselor, PFC-Army National Guard-Farmingdale, NY at Magellan Health

Personal Financial Counselor, PFC-Army National Guard-Farmingdale, NY

Magellan Health · Farmingdale, NY, US

2 months ago

Personal Financial Counselor, PFC-Army National Guard-Farmingdale, NY

Magellan Health · Farmingdale, NY, US

2 months ago
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About the Role

This position provides personal financial counseling and management services to military service members and their families at assigned military installations. Services include education, one-on-one counseling, consultations, briefings, presentations, and referrals to external resources. The role involves close collaboration with installation Points of Contact (POC) to ensure program scope and needs are met.

Responsibilities

  • 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 on topics across the military lifecycle.
  • Responds to requests for age-appropriate classes or seminars.
  • Utilizes virtual counseling or other electronic modes of communication for service delivery.
  • 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.
  • Performs other duties as assigned.

Requirements

  • 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.

Skills

  • Virtual counseling
  • Electronic modes of communication
  • Web based communication
  • Secure online chat
  • Video-based communications
  • Secure video teleconference

Location

  • Farmingdale, NY

Work Type

  • Full-time

Experience Level

  • 5+ years of financial counseling experience

Education Level

  • Bachelor's degree required.
  • Associate degree plus 4 years' experience may be considered in lieu of a bachelor's degree.
  • High school diploma plus 6 years' experience may be considered in lieu of a bachelor's degree.
  • Accredited Financial Counselor (AFC)
  • Certified Financial Planner (CFP)
  • Chartered Financial Consultant (ChFC)

Salary/Compensations

  • $64,285
  • $102,855

Benefits

  • Eligible for short-term incentives
  • Comprehensive benefits package
  • Broad range of health, life, voluntary and other benefits and perks

About the Company

  • Magellan Health, Inc. is proud to be an Equal Opportunity Employer and a Tobacco-free workplace.

Equal Opportunity

  • EOE/M/F/Vet/Disabled.