Personal Financial Counselor - National Guard, Latham, NY
Magellan Health · Latham, NY, US
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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 one-on-one counseling, consultations, briefings, presentations, and referral resources, addressing financial topics across the military lifecycle.
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.
- Responds to requests for age-appropriate classes or seminars.
- Utilizes 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.
- 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
- Latham, NY
Work Type
- Full-time
Experience Level
- 3+ years of financial counseling experience
Education Level
- Bachelor's degree required
- Associate degree plus 4 years' experience may be considered in lieu of bachelor's degree
- High school diploma plus 6 years' experience may be considered in lieu of a bachelor's degree
Salary/Compensations
- $58,440 - $93,500
Benefits
- Short-term incentives
- Comprehensive benefits package
- Health benefits
- Life benefits
- Voluntary benefits
- 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.