Part Time Personal Financial Counselor; Rochester, NY (Job Share Program, 20 hours per week)

As a Part Time Personal Financial Counselor at Magellan Health in Rochester, NY, you'll be responsible for providing personal financial counseling to military service members and their families. This includes conducting one-on-one counseling sessions, organizing educational workshops, and creating informational materials covering various financial topics. You'll work closely with military installations to meet their specific needs, helping clients establish spending plans, respond to requests for tailored classes, and utilize virtual counseling methods. Your role will be essential in enhancing financial literacy and support within the military community.

To qualify for the Part Time Personal Financial Counselor position at Magellan Health, you need a Bachelor's degree or equivalent experience. However, applicants with an associate degree and four years of relevant experience or a high school diploma and six years of experience may also be considered. Additionally, you are required to have significant financial counseling experience, possess certifications such as Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC), and be a U.S. citizen fluent in English.

In the Personal Financial Counselor role at Magellan Health, preferred work experience includes demonstrated skills in financial counseling, preferably with over a thousand hours of such experience in related fields. Familiarity with military lifestyle challenges and financial management support will also be beneficial, as you will be working directly with service members and their families to provide effective financial guidance and resources.

The salary range for the Part Time Personal Financial Counselor position at Magellan Health is expected to be between $45,655 and $68,485 annually, depending on qualifications, experience, and location. Additionally, this position may be eligible for short-term incentives and a comprehensive benefits package that enhances overall wellbeing, making it a rewarding opportunity for those passionate about helping others.

As a Personal Financial Counselor at Magellan Health, you'll assist clients with a variety of financial issues, including budgeting, saving, debt management, and financial planning during significant life events like deployment or relocation. You'll provide guidance on spending plans, financial goal setting, and investment education, along with resources for achieving financial stability and peace of mind.

When approaching financial counseling for military families, I emphasize understanding their unique challenges, including deployment cycles and relocations. I focus on creating personalized plans that address their specific situation, and I ensure an empathetic and supportive environment where they feel comfortable discussing their finances.

To engage clients in financial workshops, I incorporate interactive elements, such as group discussions and real-life case studies that relate to military life. I also use visual aids and practical exercises to make the content relatable, ensuring that participants can apply the knowledge to their own situations effectively.

In a previous role, I worked with a service member facing significant debt due to unexpected medical expenses. I provided counseling focused on budgeting and prioritizing debts and worked together to develop a manageable payment plan. Throughout, I maintained open communication and offered ongoing support, which positively impacted their financial wellbeing.

I prefer using secure video conferencing tools that provide a user-friendly experience for clients. I ensure I have prepared digital resources ready to share and often follow up with summaries via email, ensuring my clients feel supported and informed even in a virtual environment.

Keeping clients motivated involves regular check-ins, celebrating milestones, and refreshing their financial goals as circumstances change. I like to instill a sense of ownership and accountability, reminding them of their progress and how closely our sessions align with their long-term aspirations.

I implement strategies like customized workshops, engaging infographics, and one-on-one coaching tailored to individual needs. I focus on relatable content and practical applications, empowering clients with knowledge that enhances their financial literacy moving forward.

I stay updated on financial regulations by regularly reading industry publications, participating in professional associations, and attending relevant training. Networking with colleagues in military finance also provides valuable insights into how changes specifically affect service members and their families.

In situations where a client resists financial advice, I prioritize active listening to comprehend their concerns. By addressing their reservations with empathy and providing educational resources, I aim to create a dialogue that allows us to explore alternative solutions they might feel more comfortable with.

Empathy is crucial in financial counseling; it allows me to connect deeply with clients and understand their emotions around finances. I strive to create a supportive environment where clients feel safe discussing sensitive issues, helping them open up and facilitating more constructive conversations.

One of my biggest achievements was leading a financial education workshop series that resulted in significant improvements in attendees’ budgeting success and overall financial literacy. Witnessing clients implement what they learned into their lives and achieve financial stability has been incredibly rewarding.