Personal Financial Counselor PFC Beale AFB, CA

ATTENTION MILITARY AFFILIATED JOB SEEKERS - Our organization works with partner companies to source qualified talent for their open roles. The following position is available to Veterans Transitioning Military National Guard and Reserve Members Military Spouses Wounded Warriors and their Caregivers . If you have the required skill set education requirements and experience please click the submit button and follow the next steps. Unless specifically stated otherwise this role is On-Site at the location detailed in the job post.

This position will provide 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. Works closely with the installation and military branch Points of Contact (POC) to assure that the program is providing within scope and meets the needs of the installation.

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.

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.

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.

Additional Qualifications / Responsibilities

Other Job Requirements

Responsibilities

Bachelors degree required.

May consider applicants with an associate degree plus 4 years experience in lieu of bachelors degree.

May consider applicants with a high school diploma plus 6 years experience in lieu of a bachelors 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 Beale AFB

Grade

23

Work Experience - Required

Financial Counseling

Work Experience - Preferred

Education - Required

A Combination of Education and Work Experience May Be Considered. Bachelors

Education - Preferred

License and Certifications - Required

AFC - Accredited Financial Counselor - EnterpriseEnterprise CFP - Certified Financial Planner - EnterpriseEnterprise ChFC - Chartered Financial Consultant - EnterpriseEnterprise DL - Driver License Valid In State - OtherOther

License and Certifications - Preferred

Salary Range

Salary Minimum : $53125

Salary Maximum : $84995

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 individuals 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.

Key Skills

Data Entry,Customer Service,Insurance Companies,High NET,Personal Lines Accounts,Personal Lines Insurance,Account Management,Life Insurance,Phone Calls,Billing Issues,Policy Changes,Client Files,Client Service,Management System,New Clients

Employment Type : Full Time

Experience : years

Vacancy : 1