Personal Financial Counselor, Assignment Ready Counselor, PFC-Carville, LA
根据军事部门的规定，在军方人员和他们的家庭中提供个人财务咨询服务，主要责任包括：服务包括教育和咨询，涉及金融服务，其中可能包括但不限于个人辅导，与指挥官或其他提供商或工作人员协商，进行简报和演讲，或者在辅导会议的背景之外向参与者提供推资源。与设施和军事分支机构联系点 (POC) 密切合作，以确保该计划在范围内提供并满足设备需求。·直接为服务员及其家属提供个人财务辅导和管理服务。·协助军人制定长期缺席的支出计划。· 为军人成员和家庭提供信息资金材料，并提供这些资料。·协调，宣传以及为人员财务管理课程/研讨会提供各种各样的课程，例如在军事生活周期内的主题，包括但不限于第一班到达，部署前后和职业活动，并在 DoDI 1322.34中概述的人生及职业活动。·响应年龄适当的课程或研讨会请求。· 具备有效利用虚拟咨询或其他电子通信方式的技能，如基于网络，安全在线聊天，视频通信和由客户赞助的安全视频电话会议。虚拟 PFC 支持只可由 OSD FINRED 计划办公室授权。· 管理根据国防部 (DoD) 协议警告情况的责任。· 与领导层沟通并参与定期个人和团体监督，分享有关顾问分配设施的趋势和问题信息。· 参与定期的服务/培训，质量改善委员会或其他合同活动。· 所有其它任务。上述职责是代表性的，不包括任何可能对被分配到该工作人员所期望的内容。领导者可以授予额外或其他职务，如：
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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-Carville, LAGrade
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