Magellan Health
Personal Financial Counselor, PFC, Newburgh, NY
Magellan Health, Newburgh, New York, United States
Overview
Personal Financial Counselor, PFC, Newburgh, NY at Magellan Health. This role provides personal financial services at assigned military installations, including one-on-one counseling, briefings, referrals, and coordination with installation leadership and Points of Contact to ensure program scope and needs are met. Responsibilities
Provide personal financial counseling and management services directly to service members and their families. Assist service members in establishing spending plans for extended absences. Develop and provide informational financial materials to service members and families. Coordinate, publicize, and deliver 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 per DoDI 1322.34). Respond to requests for age-appropriate classes or seminars. Utilize virtual counseling or other electronic communications (web-based, secure online chat, video teleconferencing) as needed; virtual PFC support may be authorized by the OSD FINRED Program office. Manage duty to warn situations according to DoD protocol. Communicate with leadership and participate in regular supervision, sharing trends and issues from assigned installations. Participate in regular in-services/training, quality improvement committees, or other contract activities as assigned. All other duties as assigned. Requirements
Bachelor 0s degree required. May consider applicants with an associate degree plus 4 years 0experience in lieu of bachelor 0s degree. May consider applicants with a high school diploma plus 6 years 0experience in lieu of bachelor 0s degree. 3+ years of financial counseling experience. U.S. citizen and fluent English. If required by contract, bilingual in English and Spanish. Ability to obtain a favorably adjudicated Tier 2 investigation. Must have one of the following certifications:
AFC
(Accredited Financial Counselor),
CFP
(Certified Financial Planner), or
ChFC
(Chartered Financial Consultant). General Information
Title: Personal Financial Counselor, PFC, Newburgh, NY Grade: 23 Work Experience - Required: Financial Counseling Education - Required: A combination of education and work experience may be considered; bachelor 0s degree preferred. Salary Range: Minimum $53,125; Maximum $84,995. This reflects anticipated base salary range; actual pay may vary by location and individual factors. Benefits include a comprehensive package and potential incentives. License and Certifications - Required: AFC, CFP, or ChFC; Driver License if applicable; other listed as appropriate. Magellan Health, Inc. is an Equal Opportunity Employer and a Tobacco-free workplace. EOE/M/F/Vet/Disabled. All employees must understand, comply with security responsibilities and all applicable legal, regulatory, and contractual requirements and internal policies.
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Personal Financial Counselor, PFC, Newburgh, NY at Magellan Health. This role provides personal financial services at assigned military installations, including one-on-one counseling, briefings, referrals, and coordination with installation leadership and Points of Contact to ensure program scope and needs are met. Responsibilities
Provide personal financial counseling and management services directly to service members and their families. Assist service members in establishing spending plans for extended absences. Develop and provide informational financial materials to service members and families. Coordinate, publicize, and deliver 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 per DoDI 1322.34). Respond to requests for age-appropriate classes or seminars. Utilize virtual counseling or other electronic communications (web-based, secure online chat, video teleconferencing) as needed; virtual PFC support may be authorized by the OSD FINRED Program office. Manage duty to warn situations according to DoD protocol. Communicate with leadership and participate in regular supervision, sharing trends and issues from assigned installations. Participate in regular in-services/training, quality improvement committees, or other contract activities as assigned. All other duties as assigned. Requirements
Bachelor 0s degree required. May consider applicants with an associate degree plus 4 years 0experience in lieu of bachelor 0s degree. May consider applicants with a high school diploma plus 6 years 0experience in lieu of bachelor 0s degree. 3+ years of financial counseling experience. U.S. citizen and fluent English. If required by contract, bilingual in English and Spanish. Ability to obtain a favorably adjudicated Tier 2 investigation. Must have one of the following certifications:
AFC
(Accredited Financial Counselor),
CFP
(Certified Financial Planner), or
ChFC
(Chartered Financial Consultant). General Information
Title: Personal Financial Counselor, PFC, Newburgh, NY Grade: 23 Work Experience - Required: Financial Counseling Education - Required: A combination of education and work experience may be considered; bachelor 0s degree preferred. Salary Range: Minimum $53,125; Maximum $84,995. This reflects anticipated base salary range; actual pay may vary by location and individual factors. Benefits include a comprehensive package and potential incentives. License and Certifications - Required: AFC, CFP, or ChFC; Driver License if applicable; other listed as appropriate. Magellan Health, Inc. is an Equal Opportunity Employer and a Tobacco-free workplace. EOE/M/F/Vet/Disabled. All employees must understand, comply with security responsibilities and all applicable legal, regulatory, and contractual requirements and internal policies.
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