At a Glance
- Tasks: Provide personal financial counselling to military members and their families.
- Company: Join Magellan Federal, a leader in health and financial services.
- Benefits: Enjoy a competitive salary, comprehensive benefits, and potential short-term incentives.
- Why this job: Make a real impact on service members' lives while developing your financial expertise.
- Qualifications: Bachelor's degree or equivalent experience; 3+ years in financial counselling required.
- Other info: Must be a U.S. citizen; bilingual candidates preferred.
The predicted salary is between 40000 - 64000 £ per year.
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, publicises 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 utilise 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 authorised 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.
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 have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
General Job Information
- Grade: 23
- Work Experience - Required: Financial Counseling
- Work Experience - Preferred: A Combination of Education and Work Experience May Be Considered.
- Education - Required: Bachelor's
- Education - Preferred: None
- License and Certifications - Required: AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant - Enterprise, DL - Driver License, Valid In State - Other
- License And Certifications - Preferred: None
Salary Range
- Salary Minimum: $53,125
- Salary Maximum: $84,995
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.
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Finance and Sales
Industries: Business Consulting and Services
Personal Financial Counselor, PFC-RAF Lakenheath employer: Magellan Federal
Contact Detail:
Magellan Federal Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Financial Counselor, PFC-RAF Lakenheath
✨Tip Number 1
Familiarise yourself with military financial needs and challenges. Understanding the unique financial situations faced by service members and their families will help you connect better during interviews and demonstrate your commitment to supporting them.
✨Tip Number 2
Network with current or former Personal Financial Counselors. They can provide valuable insights into the role and share tips on how to excel in the position, which can give you an edge during the selection process.
✨Tip Number 3
Stay updated on financial regulations and resources available to military personnel. Being knowledgeable about the latest tools and programs will not only impress interviewers but also show that you're proactive and well-prepared for the role.
✨Tip Number 4
Prepare to discuss your experience with virtual counselling methods. Since this role may involve online communication, showcasing your familiarity with digital platforms can set you apart from other candidates.
We think you need these skills to ace Personal Financial Counselor, PFC-RAF Lakenheath
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Personal Financial Counselor. Familiarise yourself with the specific services provided to military service members and their families, as well as the skills required for effective counselling.
Tailor Your CV: Highlight your relevant experience in financial counselling, especially any work with military personnel or similar environments. Make sure to include your certifications like AFC, CFP, or ChFC prominently, as these are essential for the role.
Craft a Compelling Cover Letter: In your cover letter, express your passion for helping military families manage their finances. Use specific examples from your past experiences that demonstrate your ability to provide effective financial counselling and education.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is accurate and clearly presented. A polished application reflects your attention to detail and professionalism.
How to prepare for a job interview at Magellan Federal
✨Know Your Financial Concepts
As a Personal Financial Counselor, you'll need to demonstrate a solid understanding of financial concepts. Brush up on topics like budgeting, investment strategies, and debt management. Be prepared to discuss how you would apply these concepts in real-life scenarios with military service members.
✨Familiarise Yourself with Military Life
Understanding the unique financial challenges faced by military personnel is crucial. Research common issues such as deployment-related expenses and family financial planning. This knowledge will help you connect better with your interviewers and show that you're genuinely interested in supporting service members.
✨Prepare for Role-Playing Scenarios
Interviews for this role may include role-playing exercises where you'll need to demonstrate your counselling skills. Practice how you would handle various financial situations, ensuring you can communicate clearly and empathetically. This will showcase your ability to provide effective support.
✨Highlight Relevant Experience and Certifications
Make sure to emphasise any relevant experience you have in financial counselling, especially if it relates to military or government settings. Additionally, mention your certifications like AFC, CFP, or ChFC, as these will strengthen your application and show your commitment to the profession.