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Magellan Health · 1 month ago

Personal Financial Counselor Trainee , PFC

United States

Full-time

Remote

New Grad, Entry Level

$42K/yr - $62K/yr

Magellan Health is a leading healthcare management organization, and they are seeking a Personal Financial Counselor Trainee. This role involves receiving training in personal financial counseling services while providing education and assistance to service members and their families.

BiotechnologyHealth CareHospital

No H1B

U.S. Citizen Only

Responsibilities

Receives training in personal financial counseling services and duties while working towards earning the required certification as a Personal Financial Counselor (PFC)

Responsible for providing education, information and assistance to members, providers and other internal and external customers

Learns how to provide personal financial counseling and management services for service members and their families

Learns how to assist service members in establishing a spending plan for extended absences

Learns how to coordinate, publicize and provide a wide variety of Personal Financial Management classes and 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)

Learns how 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

Learns how to manage duty-to-warn situations according to Department of Defense (DoD) protocol

Communicates with leadership and participates in regular individual and group supervision

Participates in regular in-services and training classes, quality improvement committees or other contract activities as assigned and/or appropriate

All other duties as assigned

Qualification

Financial Counseling ExperienceFinancial CertificationsPublic SpeakingBilingual (English/Spanish)Customer ServiceEthical ConductConfidentiality

Required

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

Must be a U.S. citizen and speak fluent English

Must be able to speak and provide presentations in front of small or large groups

If required by the contract, must be bilingual in English and Spanish

Be able to obtain a favorably adjudicated Tier 2 investigation status

Must be working towards successfully passing and receiving one of the approved Financial Certifications (Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)) for promotion to a PFC Tier 1 position within 3-months of employment

Must have over a thousand hours of financial counseling experience (must be achieved prior to application for position)

Must possess and display attributes of a model employee in relation to attitude, customer service, company culture, and work ethic

Must demonstrate ethical conduct and always maintain confidentiality

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