Personal Financial Counselor, PFC- Geilenkirchen

Magellan Health Services; Geilenkirchen; Vor Ort; USD 50.000 - 70.000; Vollzeit

Zusammenfassung

A leading company is seeking a Personal Financial Counselor for military installations in Geilenkirchen. The successful candidate will provide tailored financial counseling to service members and their families, manage financial workshops, and ensure compliance with Department of Defense protocols. This role requires a Bachelor's degree or equivalent experience and relevant financial certifications. Candidates must be fluent in English with potential bilingual skills.

Leistungen

Comprehensive benefits package

Short-term incentives

Health and life benefits

Qualifikationen

• A Bachelor's degree is required or relevant experience may be considered.
• Must be fluent in English and possibly bilingual in Spanish.
• Over a thousand hours of financial counseling experience is mandatory.

Aufgaben

• Provide personal financial counseling directly to servicemembers and families.
• Assist service members in creating spending plans for extended absences.
• Conduct briefings, workshops, and presentations.

Kenntnisse

Financial Counseling

Communication

Counseling

Ausbildung

Bachelor's degree

High school diploma with 6 years' experience

Associate degree with 4 years' experience

Jobbeschreibung

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Job Reference:

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Job Views:

2

Posted:

21.06.2025

Expiry Date:

05.08.2025

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Job Description:

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 servicemembers 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, 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 DoDI2..
• 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 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 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, PFC - Geilenkirchen

Grade

Work Experience - Required: Financial Counseling

Education - Required: A combination of Education and Work Experience may be considered, Bachelor's

License and Certifications - Required: AFC, CFP, ChFC, DL - Driver License, Valid In State

Salary Range: Salary Minimum: $ , Salary Maximum: $ , 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.

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.