At a Glance
- Tasks: Provide personal financial counselling to military members and their families at various installations.
- Company: Join Magellan Health, a leader in healthcare committed to making a difference in communities.
- Benefits: Enjoy a competitive salary, comprehensive benefits, and opportunities for professional growth.
- Why this job: Make a real impact while working in a supportive and caring environment.
- Qualifications: Bachelor's degree required; experience in financial counselling preferred.
- Other info: Must be a U.S. citizen; bilingual candidates are encouraged to apply.
The predicted salary is between 43000 - 68000 £ 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.
Other Job Requirements
- 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).
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.
Personal Financial Counselor - United Kingdom (on-site) employer: Magellan Health
Contact Detail:
Magellan Health Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Financial Counselor - United Kingdom (on-site)
✨Tip Number 1
Familiarise yourself with the specific needs of military service members and their families. Understanding their unique financial challenges will help you tailor your approach during interviews and demonstrate your commitment to providing relevant support.
✨Tip Number 2
Network with professionals in the financial counselling field, especially those who have experience working with military personnel. Attend relevant workshops or seminars to build connections and gain insights that could set you apart from other candidates.
✨Tip Number 3
Showcase your ability to use virtual counselling tools effectively. Given the emphasis on electronic communication in this role, being able to discuss your experience with online platforms during the interview can highlight your adaptability and tech-savviness.
✨Tip Number 4
Prepare to discuss your certifications in detail, such as the Accredited Financial Counselor (AFC) or Certified Financial Planner (CFP). Be ready to explain how these qualifications have equipped you to handle the specific financial issues faced by military families.
We think you need these skills to ace Personal Financial Counselor - United Kingdom (on-site)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial counselling. Emphasise any work with military personnel or similar demographics, and include specific achievements that demonstrate your skills.
Craft a Compelling Cover Letter: Write a cover letter that addresses the specific responsibilities of the Personal Financial Counselor role. Mention your understanding of the unique financial needs of military families and how your background equips you to meet those needs.
Highlight Relevant Certifications: Clearly list any relevant certifications such as AFC, CFP, or ChFC in your application. If you are in the process of obtaining these, mention that as well, as it shows your commitment to professional development.
Showcase Communication Skills: Since the role involves conducting briefings and using virtual communication tools, provide examples in your application of how you've effectively communicated complex financial concepts to diverse audiences.
How to prepare for a job interview at Magellan Health
✨Know Your Financial Stuff
As a Personal Financial Counselor, you'll need to demonstrate your expertise in financial counselling. Brush up on key concepts and be ready to discuss your experience with budgeting, investment strategies, and financial planning tailored for military families.
✨Understand the Military Context
Familiarise yourself with the unique financial challenges faced by military personnel and their families. This could include deployment-related issues or navigating benefits. Showing that you understand their specific needs will set you apart.
✨Prepare for Scenario Questions
Expect to be asked how you would handle various situations, such as a service member struggling with debt. Prepare examples from your past experience where you've successfully helped clients overcome financial challenges.
✨Showcase Your Communication Skills
Effective communication is key in this role. Be prepared to demonstrate how you can explain complex financial concepts in simple terms. You might also want to highlight any experience you have with virtual counselling or workshops.