Magellan Federal
Personal Financial Counselor, PFC, Bakersfield, CA
Magellan Federal, Bakersfield, California, United States, 93399
Overview
Position: Personal Financial Counselor (PFC), Bakersfield, CA — Magellan Federal. This role 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. Services include one-on-one counseling, consultations 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 the needs of the installation.
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 across the military lifecycle (e.g., arrival at first duty station, pre- and post-deployment, and events outlined in DoDI 1322.34).
Responds to requests for age-appropriate classes or seminars.
Possesses the skills to effectively utilize virtual counseling or other electronic modes of communication (web-based, secure online chat, or video-based communications), including secure video teleconferencing sponsored by the customer. Virtual PFC support may be authorized by the OSD FINRED Program office.
Manages duty to warn situations according to DoD protocol.
Communicates with leadership and participates in regular individual and group supervision, sharing trends and issues across the installations to which the counselor is assigned.
Participates in regular in-services/training, quality improvement committees or other contract activities as assigned/appropriate.
All other duties as assigned.
The job duties listed above are representative and not all-inclusive. A leader may assign additional or other duties aligned with the intent of this job without revision to the job description.
Qualifications / Requirements
Bachelor's degree required. May consider 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 bachelor's degree.
3+ years of financial counseling experience.
Must be a U.S. citizen and fluent in English. If required by contract, bilingual in English and Spanish.
Be able to obtain a favorably adjudicated Tier 2 investigation.
Must 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, PFC, Bakersfield, CA
Grade: 23
Work Experience - Required: Financial Counseling
Education - Required: A combination of Education and Work Experience may be considered; Bachelor's
License and Certifications - Required: AFC, CFP, ChFC, DL (Driver License, In-State)
Salary Range: Salary Minimum: $53,125; Salary Maximum: $84,995
This position may be eligible for short-term incentives as well as a comprehensive benefits package. Magellan offers a broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing.
Magellan Health, Inc. is proud to be an Equal Opportunity Employer and a Tobacco-free workplace. EOE/M/F/Vet/Disabled.
Employment type
Full-time
Seniority level
Mid-Senior level
Job function
Finance and Sales
Industries
Business Consulting and Services
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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 across the military lifecycle (e.g., arrival at first duty station, pre- and post-deployment, and events outlined in DoDI 1322.34).
Responds to requests for age-appropriate classes or seminars.
Possesses the skills to effectively utilize virtual counseling or other electronic modes of communication (web-based, secure online chat, or video-based communications), including secure video teleconferencing sponsored by the customer. Virtual PFC support may be authorized by the OSD FINRED Program office.
Manages duty to warn situations according to DoD protocol.
Communicates with leadership and participates in regular individual and group supervision, sharing trends and issues across the installations to which the counselor is assigned.
Participates in regular in-services/training, quality improvement committees or other contract activities as assigned/appropriate.
All other duties as assigned.
The job duties listed above are representative and not all-inclusive. A leader may assign additional or other duties aligned with the intent of this job without revision to the job description.
Qualifications / Requirements
Bachelor's degree required. May consider 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 bachelor's degree.
3+ years of financial counseling experience.
Must be a U.S. citizen and fluent in English. If required by contract, bilingual in English and Spanish.
Be able to obtain a favorably adjudicated Tier 2 investigation.
Must 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, PFC, Bakersfield, CA
Grade: 23
Work Experience - Required: Financial Counseling
Education - Required: A combination of Education and Work Experience may be considered; Bachelor's
License and Certifications - Required: AFC, CFP, ChFC, DL (Driver License, In-State)
Salary Range: Salary Minimum: $53,125; Salary Maximum: $84,995
This position may be eligible for short-term incentives as well as a comprehensive benefits package. Magellan offers a broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing.
Magellan Health, Inc. is proud to be an Equal Opportunity Employer and a Tobacco-free workplace. EOE/M/F/Vet/Disabled.
Employment type
Full-time
Seniority level
Mid-Senior level
Job function
Finance and Sales
Industries
Business Consulting and Services
#J-18808-Ljbffr