个人财务顾问，任务准备顾问，PFC-肯塔基
Personal Financial Counselor, Assignment Ready Counselor, PFC-Kentucky
该职位将针对军事需求导致的短期、突发或按需情况提供支持，例如部署后事件或为缺勤的辅导员覆盖现有任务。主要职责包括在军事基地为现役军人及其家属提供全面的个人财务咨询与服务。服务内容包括教育和咨询，可能涉及但不限于一对一咨询、与指挥官或其他提供者或工作人员的咨询、开展简报和演示，或在咨询会之外为参与者提供转介资源。与基地及军种联络点（POC）密切合作，确保项目在范围内并满足基地需求。
- 直接为现役军人及其家属提供个人财务咨询和管理服务。
- 协助现役军人制定长期缺席期间的支出计划。
- 开发并向现役军人及家属提供信息性财务资料。
- 协调、宣传并提供多种个人财务管理课程/研讨会，例如涵盖整个军事生涯的主题，包括但不限于首次任职地到达、部署前后以及《DoDI 1322.34》中列出的个人和职业事件。
- 回应针对适龄课程或研讨会的需求。
- 具备有效使用虚拟咨询或其他电子沟通方式的技能，如基于网络的、安全的在线聊天或视频通信，以及客户赞助的安全视频会议。虚拟PFC支持仅可由OSD FINRED项目办公室授权。
- 根据国防部（DoD）协议处理警告职责情况。
- 与领导层沟通，并参与定期的个别和团体督导，分享其被分配至基地的趋势和问题信息。
- 参与定期的内部培训/训练、质量改进委员会或其他合同活动，根据指派/适当情况进行。
- 其他所有指定任务。
上述工作职责为代表性内容，并非旨在涵盖该岗位员工可能需要的所有职责。主管可根据需要指派额外或其它职责。
查看英文原文
This position will provide coverage in short-term, surge and on demand situations resulting from the Military needs such as a post-deployment event or to cover an existing assignment for counselors who are absent. 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 provided 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.Other Job Requirements
Responsibilities
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, Assignment Ready Counselor, PFC-KentuckyGrade
24Work Experience - Required
Financial CounselingWork Experience - Preferred
Education - Required
A Combination of Education and Work Experience May Be Considered., Bachelor'sEducation - Preferred
License and Certifications - Required
AFC - Accredited Financial Counselor - EnterpriseEnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterpriseEnterprise, ChFC - Chartered Financial Consultant - EnterpriseEnterpriseEnterprise, DL - Driver License, Valid In State - OtherOtherOtherLicense and Certifications - Preferred
Salary Range
Salary Minimum:
$58,440Salary Maximum:
$93,500This 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.
Originally posted on Himalayas