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Personal Financial Counselor, Assignment Ready Counselor, PFC New Jersey

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.Other Job RequirementsResponsibilitiesBachelor'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.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).Must have over a thousand hours of financial counseling experience.General Job InformationTitlePersonal Financial Counselor, Assignment Ready Counselor, PFC New JerseyGrade21Work Experience - RequiredWork Experience - PreferredFinancial CounselingEducation - RequiredA Combination of Education and Work Experience May Be Considered., Bachelor'sEducation - PreferredLicense and Certifications - RequiredAFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant - Enterprise, DL - Driver License, Valid In State - OtherLicense and Certifications - PreferredSalary RangeSalary Minimum:$45,655Salary Maximum:$68,485This 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.

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What You Should Know About Personal Financial Counselor, Assignment Ready Counselor, PFC New Jersey, Magellan Health

Join Magellan Health, Inc. as a Personal Financial Counselor (PFC) in Woodstown, NJ, where your expertise will be vital in supporting military service members and their families during crucial times. This unique role will have you stepping in during short-term, surge, or on-demand situations, ensuring they receive the personal financial counseling they deserve. You'll work closely with military installations to provide a range of services, from one-on-one financial consultations to informative workshops covering critical topics such as budgeting and spending plans. Your role will involve crafting educational materials and developing programs that align with the military lifecycle events like deployments and relocations. Beyond just counseling, you'll be required to facilitate engaging classes and seminars for military personnel, utilizing both in-person and virtual communication platforms to reach those in need. We're looking for someone who's not just knowledgeable, but passionate about helping our military community navigate their financial journeys. With your support, service members will gain the insights necessary to plan for future successes and manage their finances wisely. If you have a beaming personality, a flair for communication, and the right professional background, this role at Magellan is the perfect opportunity to make a significant difference in the lives of those who serve our country.

Frequently Asked Questions (FAQs) for Personal Financial Counselor, Assignment Ready Counselor, PFC New Jersey Role at Magellan Health
What are the responsibilities of a Personal Financial Counselor at Magellan Health, Inc.?

As a Personal Financial Counselor at Magellan Health, Inc., you will be responsible for delivering comprehensive financial counseling services to military personnel and their families. This includes conducting one-on-one counseling sessions, developing educational materials, and facilitating workshops covering diverse financial topics. You'll ensure that the financial needs of service members are addressed promptly, especially during events like deployments or relocations.

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What qualifications are needed for the Personal Financial Counselor role at Magellan Health, Inc.?

To qualify for the Personal Financial Counselor position at Magellan Health, Inc., candidates should ideally have a bachelor's degree, but relevant experience may substitute for educational requirements. Additionally, having certification such as Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC) is essential. The role also demands strong communication skills, especially in virtual settings.

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How does Magellan Health, Inc. support its Personal Financial Counselors in their roles?

Magellan Health, Inc. is committed to supporting its Personal Financial Counselors through ongoing training opportunities and access to resources that enhance their counseling abilities. Counselors can expect to participate in regular in-services, quality improvement committees, and receive supervision, ensuring they stay updated with the latest trends and best practices.

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What types of financial topics will a Personal Financial Counselor cover?

As a Personal Financial Counselor at Magellan Health, Inc., you'll cover a wide range of financial topics. This includes budgeting, spending plans, financial readiness for relocations and deployments, and other life events. You’ll also provide guidance on utilizing available financial resources effectively to empower military families in managing their finances.

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Is there a demand for Personal Financial Counselors within military installations?

Yes, there is a significant demand for Personal Financial Counselors within military installations. As military service members and their families face unique financial challenges, having trained counselors to assist with navigation of these complex issues is essential. The role at Magellan Health, Inc. is critical in providing timely and effective financial support to these individuals.

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Common Interview Questions for Personal Financial Counselor, Assignment Ready Counselor, PFC New Jersey
Can you describe your experience with personal financial counseling?

When answering this question, detail your specific experiences related to personal financial counseling, focusing on the types of clients you've worked with, the topics you've covered, and how you've measured success, whether through client feedback or self-assessment. Emphasize your commitment to providing targeted and individualized support.

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How do you handle sensitive financial information from clients?

Discuss your understanding of confidentiality and data protection. Explain the protocols you adhere to when managing clients' personal information, how you create a trusting environment, and your approach to making clients comfortable when discussing their financial situations.

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What strategies do you use to engage clients in financial counseling sessions?

Share the techniques you employ to create an interactive and engaging atmosphere during counseling. Discuss how you assess clients’ needs, tailor your communication style, and utilize visual aids or materials to enhance understanding, making the counseling experience productive.

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Describe a time when you had to work under pressure while meeting clients' needs.

Provide a specific example illustrating your ability to manage pressure effectively. Highlight how you prioritized tasks, communicated with stakeholders, and delivered quality service during high-demand situations. This showcases your problem-solving abilities and adaptability.

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What financial topics are you most passionate about, and why?

Identify the important financial topics that resonate with you, such as budgeting, saving for retirement, or debt management. Explain your passion for these areas, perhaps referencing personal experiences or successes with clients that inspire you to excel in financial counseling.

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How do you stay current with financial regulations and trends?

Emphasize your commitment to continuous learning by discussing the resources you engage with, such as professional organizations, workshops, or webinars. This demonstrates your proactive approach to remaining knowledgeable about changes in the financial landscape.

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Can you share your experience facilitating financial workshops or classes?

When asked about your workshop experience, be specific about the topics you've taught, the methods you used, and the outcomes of the sessions. Highlight participant engagement and feedback as evidence of your effectiveness as a facilitator.

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What role does empathy play in financial counseling?

Discuss the critical importance of empathy in establishing rapport with clients. Share how you ensure that clients feel heard and understood, and how this fosters a supportive environment for addressing their financial concerns.

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What are your long-term goals as a Personal Financial Counselor?

While sharing your long-term goals, connect them to your passion for helping others and your desire to contribute positively to the military community. Mention aspirations related to professional development and expanding outreach to more individuals in need.

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How would you handle a situation where a client is uncooperative or resistant to financial advice?

Explain your approach to dealing with resistance by highlighting your communication skills and techniques for building trust. Outline how you would remain patient, listen actively, and help the client identify their concerns, ultimately guiding them toward valuing the counseling process.

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DATE POSTED
December 11, 2024

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