Personal Financial Counselor - Birmingham, AL

Personal Financial Counselor - Birmingham, AL

Apply for this role at Magellan Federal located in Birmingham, AL.

• Provides personal financial counseling and management services directly to service members and their families.
• Assists service members in establishing spending plans 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, e.g., topics across the military lifecycle, including arrival at first duty station, pre- and post-deployment, and personal and career 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, such as web based, secure online chat, or video-based communications and secure video teleconference sponsored by the customer. Virtual PFC support may only be authorized by OSD FINRED Program office.
• Manages duty to warn situations according to Department of Defense (DoD) protocol.
• Communicates with leadership and participates in regular individual and group supervision, sharing information regarding trends and issues on 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 intended to be all-inclusive of what may be expected of an employee assigned to this job. A leader may assign additional or other duties which would align with the intent of this job, without revision to the job description.

• Bachelor's degree required.
• May consider applicants with 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 a bachelor's degree.
• 3+ years of financial counseling experience.
• 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.
• Must have one of the following certifications:
  Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

Title
:
Personal Financial Counselor - Birmingham, AL

Grade
: 23

Work Experience – Required
:
Financial Counseling

Work Experience – Preferred
: (none)

Education – Required
:
Bachelor's degree or equivalent (associate degree + 4 years experience, or high school diploma + 6 years experience)

License and Certifications – Required
: AFC, CFP, or ChFC

Salary Range
: $53,125 – $84,995

Benefits
:
This position may be eligible for short‑term incentives as well as a comprehensive benefits package. Magellan offers health, life, voluntary and other benefits and perks that enhance employees' overall well‑being.

EEO Statement
:
Magellan Health, Inc. is an Equal Opportunity Employer and a Tobacco‑free workplace. EOE/M/F/Vet/Disabled.

Compliance
:
Every 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.