Personal Financial Counselor, PFC-Lakenheath, UK

Magellan Health; Lakenheath; On-site; USD 53,000 - 85,000; Full time

Job summary

An established industry player is seeking a Personal Financial Counselor to provide essential financial services to military personnel and their families. In this impactful role, you will deliver one-on-one counseling, conduct informative workshops, and develop financial materials tailored to the unique needs of service members. Your expertise will help guide individuals in establishing sound financial plans and navigating their financial journeys. Join a company that values professional growth and a culture of caring, where your contributions can truly make a difference in the lives of those who serve our nation.

Benefits

Health Insurance

Life Insurance

Voluntary Benefits

Professional Development Opportunities

Qualifications

• 3+ years of financial counseling experience required.
• Must possess relevant certifications like AFC, CFP, or ChFC.

Responsibilities

• Provide personal financial counseling to military members and families.
• Develop and conduct financial management classes and workshops.

Skills

Financial Counseling

Communication Skills

Public Speaking

Virtual Counseling

Education

Bachelor's Degree

Associate Degree with 4 years experience

High School Diploma with 6 years experience

Tools

Video Conferencing Tools

Job description

Personal Financial Counselor, PFC-Lakenheath, UK

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.

Responsibilities

• 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 Requirements

Minimum Qualifications

• 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.
• 3+ years of financial counseling experience.
• 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).

Salary Range

Salary Minimum: $53,125

Salary Maximum: $84,995

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.

About Us

Magellan is the employer of choice for hard working people interested in making a difference in the health care industry and in the communities where we work and live. Our strong culture of caring is the common thread in both our business strategy and our work environment. We value professional growth and development, total health and wellness, rewards and recognition as well as employee unity. Magellan is a place where you can thrive.

Magellan is committed to providing equal employment opportunities to employees and applicants for employment without regard to race, color, creed, religion, sex, gender identity and expression, sexual orientation, marital status, age, national origin, ancestry, citizenship, physical or mental disability, disabled veteran or veteran of the Vietnam Era status, or any other factors protected by law.