Accredited Financial Counselor

Corpus Christi TX 78419 Fed 9035 Ocean Drive

Job Description

The Accredited Financial Counselor supports Navy Fleet and Family Support Programs, a central delivery system for service member and family support through the installation’s Personal Financial Management Program.  The programs offered through the FFSP are designed to facilitate personal and family readiness and adaptation to life in the military and to keep individuals and families resilient and strong, preventing individual and family dysfunction, facilitating personal and family self-sufficiency, and creating overall command and community well-being. Job Duties:• Provide individualized financial counseling and assistance to service members and families.
• Assist service members in establishing an extended absence financial plan.
• Develop and make available informational financial materials to Service members and families.
• Plan, organize and develop new curriculum to be delivered by staff providing basic Personal Financial Management Education and Training per client request, when not otherwise available in CNIC standardized PFM curricula.
• Provide service and family members consumer information and assistance in handling consumer complaints.
• Coordinate, publicize and provide a wide variety of Personal Financial Management classes/workshops, e.g., car buying, basic budgeting, managing credit, debt liquidation, consumer awareness, insurance, savings and investments, and retirement planning.
• Respond to requests for age-appropriate classes or seminars to youths and teens as part of on-base education.
• Conduct initial and refresher Command Financial Specialist (CFS) training.
• Assist Command Financial Specialists in developing General Military Training (GMT) on topics relating to Personal Financial Management.
• Document individualized financial counseling services IAW the FFSMIS Users Guide and certification standards.
• Ensure that all individual services delivered in support of Personal Financial Management are entered and counted in FFSMIS.
• Ensure staff delivering personal financial management counseling are accounting for all services scheduled and delivered in the automated Centralized Scheduling and Metrics system in use by the FFSP.
• Fully support the FFSP role in emergency preparedness and response including participation in exercises and execution of an Emergency Family Assistance Center when directed.Requirements:• Bachelors OR combination of education and experience equivalent to a bachelors that equips to serve as a PFM and maintain Accredited Financial Counselor credential
• National certification as an Accredited Financial Counselor
• Knowledge in fields of personal finance and financial counseling
• Maintain highest ethical standard
• Must work well both independently and as a member of a team
• Well organized and flexible 
• In OCONUS locations, strong preference is given to hiring on-site spouses/family members to minimize relocation requirements.
• Staff providing Return and Reunion services must be physically and emotionally able to withstand the rigors of Return and Reunion trips. Some Return and Reunion trips may require a VISA.

General Job Information

Title

WFL Consultant

Grade

20

Job Family

Federal Contracts Group

Country

United States of America

FLSA Status

United States of America (Exempt)

Recruiting Start Date

9/13/2018

Date Requisition Created

10/26/2018

Minimum Qualifications

Education

A Combination of Education and Work Experience May Be Considered. (Required), Bachelors (Required)

License and Certifications - Required

AFC - Accredited Financial Counselor - Enterprise

License and Certifications - Preferred

Other Job Requirements

Responsibilities

  • Prior experience supporting the Navy FFSP contract is strongly preferred.

• Bachelors OR combination of education and experience equivalent to a bachelors that equips to serve as a PFM and maintain Accredited Financial Counselor credential.

• National certification as an Accredited Financial Counselor.

• Knowledge in fields of personal finance and financial counseling.

• Maintain highest ethical standard.

• Must work well both independently and as a member of a team.

• Well organized and flexible.

• In OCONUS locations, strong preference is given to hiring on‐site spouses/family members to minimize relocation requirements.

• Staff providing Return and Reunion services must be physically and emotionally able to

withstand the rigors of Return and Reunion trips. Some Return and Reunion trips may require a VISA.

Magellan Health Services is proud to be an Equal Opportunity Employer and a Tobacco-free workplace. EOE/M/F/Vet/Disabled