Job Description
ATTENTION MILITARY AFFILIATED JOB SEEKERS - Our organization works with partner companies to source qualified talent for their open roles. The following position is available to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers. If you have the required skill set, education requirements, and experience, please click the submit button and follow the next steps. Unless specifically stated otherwise, this role is "On-Site" at the location detailed in the job post.
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, 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.
(This is a remote role but candidates must live in Hawaii. No relocation assistance is offered.)
This position is responsible for development and implementation of transitional care support for members in inpatient or residential settings stratified as low complexity care management needs in Medicaid, Medicare, and Whole Health markets. Supports members enrolled in Care Management while in a higher level of care facility, along with facilitating member engagement with their primary care and other sources of behavioral health and services support. Maintains their own caseloads and meet standards of care and performance standards as established by the Member Market Leads and Care Management Center of Operational Excellence Lead.
Manages Transitions of Care (TOC) protocols for members in the inpatient or residential setting needing transitions in care support to lower level of care facilities or home, in accordance with workflows and KPIs developed by the CM CoOE Lead.
Manages TOC activities including post-discharge follow up appointment scheduling and kept appointments, member specific plans to ensure medication refills and/or MAT participation and successful connection between PH and BH providers.
Manages case load of lower complexity level of care members to ensure appropriate services and care management activities are conducted to meet the individual member’s needs.
Maintains current knowledge or researches the availability of community resources and services and links members to appropriate services.
Provides information to members regarding mental health, physical health and/or substance abuse benefits, community treatment resources, mental health managed care programs, and company policies and procedures.
Assists in discharge planning for hospitalized patients and supports appropriate placements as needed.
Works with the treatment team and assists in coordinating physical, psychological and/or psychiatric services for the member.
Works collaboratively with other engagement specialists, care managers, care supports, and other clinical operations team staff to ensure comprehensive and coordinated delivery of services for members.
Assumes responsibility for self-development and career progression.
Seeks and participates in ongoing training (formal and informal) in all aspects of the Transitions of Care Specialist role.
Remains responsible for updating self on ever changing information to ensure accuracy when dealing with members.
Coordinates and manages distribution of correspondence and materials to members and providers.
Demonstrates flexibility in areas such as job duties and schedule in order to aid in better serving members and help the company achieve its business and operational goals.
Auto req ID
428454BR
Minimum Education Required
High School/GED
Job_Category
Finance
Additional Qualifications/Responsibilities
Other Job Requirements
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.
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 Information
Title
Personal Financial Counselor; Patrick SFB, FL
Grade
21
Work Experience - Required
Work Experience - Preferred
Financial Counseling
Education - Required
A Combination of Education and Work Experience May Be Considered., Bachelor's
Education - Preferred
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
Salary Range
Salary Minimum
$45,655
Salary Maximum
$68,485
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.
City*
Patrick SFB
State*
Florida
Job Code
Social_ Worker
Affiliate Sponsor
Magellan Federal - AFSC
