Personal Financial Counselor, PFC-Miami
$58.44kMagellan Federal
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, 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 1322.34. 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. Other Job Requirements 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). General Job Information Title: Personal Financial Counselor, PFC-Miami Grade: 24 Work Experience - Required: Financial Counseling Education - Required: A Combination of Education and Work Experience May Be Considered., Bachelor's License and Certifications - Required: AFC - Accredited Financial Counselor, CFP - Certified Financial Planner, ChFC - Chartered Financial Consultant, DL - Driver License Salary Range: Minimum $58,440; Maximum $93,500 This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Actual pay will be adjusted based on an individual's skills, experience, education, and other job-related factors permitted by law. 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. 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. #J-18808-Ljbffr Magellan Federal
$58.44k - $93.5k
Responsibilities Provide personal financial counseling services to military service members and... ...certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP... ...Title: Personal Financial Counselor, PFC‑Miami Grade: 24 Salary Base salary range: $5...PersonalContract workTemporary workWork at office$58.44k - $93.5k
Magellan Federal is seeking a Personal Financial Counselor (PFC) based in Florida to provide financial counseling services to service members and their families. The role entails establishing spending plans, developing financial materials, and providing various workshops...Personal- ...appropriate products and services. Meets with customers to analyze financial needs and maximize sales opportunities. Offers all bank... ..., issues and unusual customer activity to Manager maintaining personal knowledge of compliance and regulatory requirements. Maintains...Personal
$58.44k - $93.5k
Magellan Health is seeking a Personal Financial Counselor to provide financial counseling services to military service members and their families at assigned installations. The ideal candidate must have a bachelor’s degree, 3 years of experience in financial counseling...Personal- ...a request. Underwriting Activities (40% of time) - Determine financial information requirements; Work with the Relationship Manager to... .... Perform guarantor financial analysis; Review and analyze personal financial information for guarantors including personal financial...Personal
$58.44k - $93.5k
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