Personal Financial Counselor III; Fort Leavenworth, KS
This position will provide personal financial services at assigned military installationsPrimary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installationsServices 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 sessionWorks closely with the installation and military branch Points of Contact (POC) to assure that the program is providing within scope and meets the needs of the installation.
Provides personal financial counseling and management services directly to service members and their familiesAssists service members in establishing a spending plan for extended absencesDevelops and makes available informational financial materials to service members and familiesCoordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.
g.
, topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.
34Responds to requests for age-appropriate classes or seminarsPossess the skills to effectively utilize virtual counseling or other electronic modes of communication, such as web based, secure online chat, or video-based communications and secure video teleconference sponsored by the customerVirtual PFC support may only be authorized by OSD FINRED Program officeManages duty to warn situations according to Department of Defense (DoD) protocolCommunicates with leadership and participates in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assignedParticipates in regular in-services/training, quality improvement committees or other contract activities as assigned/appropriateAll other duties as assignedOther Job Requirements Responsibilities Bachelor's degree requiredMay consider applicants with an associate degree plus 4 years' experience in lieu of bachelor's degreeMay consider applicants with a high school diploma plus 6 years' experience in lieu of a bachelor's degree5 years of financial counseling experienceMust be a U.
Scitizen and speak fluent EnglishBe able to obtain a favorably adjudicated Tier 1 investigationMust have 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 III; Fort Leavenworth, KSGrade 24Work Experience - Required Financial CounselingWork Experience - Preferred Education - Required A Combination of Education and Work Experience May Be Considered.
, BachelorsEducation - Preferred License and Certifications - Required AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant - EnterpriseLicense and Certifications - Preferred Salary Range Salary Minimum:
$58,440Salary Maximum:
$93,500This information reflects the anticipated base salary range for this position based on current national dataMinimums and maximums may vary based on locationActual pay will be adjusted based on an individual's skills, experience, education, and other job-related factors permitted by lawThis position may be eligible for short-term incentives as well as a comprehensive benefits packageMagellan offers a broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeingMagellan Health, Incis proud to be an Equal Opportunity Employer and a Tobacco-free workplaceEOE/M/F/Vet/DisabledEvery 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.
Recommended Skills Insurance Products Casualty Insurance Series 6 Investment Company And Variable Contracts License (Mutual Funds/Variable Annuities) Life Annuities Series 63 Uniform Securities Agent State Law License Retirement Planning Estimated Salary: $20 to $28 per hour based on qualifications.
Provides personal financial counseling and management services directly to service members and their familiesAssists service members in establishing a spending plan for extended absencesDevelops and makes available informational financial materials to service members and familiesCoordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.
g.
, topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.
34Responds to requests for age-appropriate classes or seminarsPossess the skills to effectively utilize virtual counseling or other electronic modes of communication, such as web based, secure online chat, or video-based communications and secure video teleconference sponsored by the customerVirtual PFC support may only be authorized by OSD FINRED Program officeManages duty to warn situations according to Department of Defense (DoD) protocolCommunicates with leadership and participates in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assignedParticipates in regular in-services/training, quality improvement committees or other contract activities as assigned/appropriateAll other duties as assignedOther Job Requirements Responsibilities Bachelor's degree requiredMay consider applicants with an associate degree plus 4 years' experience in lieu of bachelor's degreeMay consider applicants with a high school diploma plus 6 years' experience in lieu of a bachelor's degree5 years of financial counseling experienceMust be a U.
Scitizen and speak fluent EnglishBe able to obtain a favorably adjudicated Tier 1 investigationMust have 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 III; Fort Leavenworth, KSGrade 24Work Experience - Required Financial CounselingWork Experience - Preferred Education - Required A Combination of Education and Work Experience May Be Considered.
, BachelorsEducation - Preferred License and Certifications - Required AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant - EnterpriseLicense and Certifications - Preferred Salary Range Salary Minimum:
$58,440Salary Maximum:
$93,500This information reflects the anticipated base salary range for this position based on current national dataMinimums and maximums may vary based on locationActual pay will be adjusted based on an individual's skills, experience, education, and other job-related factors permitted by lawThis position may be eligible for short-term incentives as well as a comprehensive benefits packageMagellan offers a broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeingMagellan Health, Incis proud to be an Equal Opportunity Employer and a Tobacco-free workplaceEOE/M/F/Vet/DisabledEvery 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.
Recommended Skills Insurance Products Casualty Insurance Series 6 Investment Company And Variable Contracts License (Mutual Funds/Variable Annuities) Life Annuities Series 63 Uniform Securities Agent State Law License Retirement Planning Estimated Salary: $20 to $28 per hour based on qualifications.
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