Personal Financial Counselor, PFC - Bartonville, IL
VetJobs, Bartonville, Illinois, United States
Job Description
Overview This position 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 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 session. The counselor works closely with the installation and military branch points of contact (POC) to assure that the program is provided within scope and meets the needs of the installation.
Responsibilities
Provide personal financial counseling and management services directly to service members and their families.
Assist service members in establishing a spending plan for extended absences.
Develop and make available informational financial materials to service members and families.
Coordinate, publicize and provide 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.
Respond to requests for age‑appropriate classes or seminars.
Possess 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.
Manage duty‑to‑warn situations according to Department of Defense (DoD) protocol.
Communicate with leadership and participate in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned.
Participate in regular in‑services/training, quality improvement committees or other contract activities as assigned/appropriate.
Perform all other duties as assigned.
Minimum Education High School/GED
Preferred Education and Experience
Bachelor’s degree required.
May consider applicants with an associate degree plus 4 years’ experience in lieu of a 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.
Qualifications
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).
Salary and Benefits Salary range: $58,440 – $93,500. This range reflects the anticipated base salary based on current national data; actual pay may vary based on location and individual qualifications. 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.
Location BTartonville, IL
Job Code Health‑Services
Contact Magellan Federal - AFSC
#J-18808-Ljbffr
Overview This position 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 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 session. The counselor works closely with the installation and military branch points of contact (POC) to assure that the program is provided within scope and meets the needs of the installation.
Responsibilities
Provide personal financial counseling and management services directly to service members and their families.
Assist service members in establishing a spending plan for extended absences.
Develop and make available informational financial materials to service members and families.
Coordinate, publicize and provide 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.
Respond to requests for age‑appropriate classes or seminars.
Possess 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.
Manage duty‑to‑warn situations according to Department of Defense (DoD) protocol.
Communicate with leadership and participate in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned.
Participate in regular in‑services/training, quality improvement committees or other contract activities as assigned/appropriate.
Perform all other duties as assigned.
Minimum Education High School/GED
Preferred Education and Experience
Bachelor’s degree required.
May consider applicants with an associate degree plus 4 years’ experience in lieu of a 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.
Qualifications
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).
Salary and Benefits Salary range: $58,440 – $93,500. This range reflects the anticipated base salary based on current national data; actual pay may vary based on location and individual qualifications. 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.
Location BTartonville, IL
Job Code Health‑Services
Contact Magellan Federal - AFSC
#J-18808-Ljbffr