Personal Financial Counselor, PFC, Vicenza

Magellan Health, Inc.; Vicenza; On-site; EUR 51,000 - 81,000; Full time

Job summary

Magellan Health provides Personal Financial Counseling (PFC) at Vicenza military installations, delivering one-on-one counseling, group briefings, and resource referrals to service members and their families. The role includes developing spending plans for deployments and offering DoD-aligned financial education across Army and Navy communities.

Candidates must be U.S. citizens with a Bachelor’s degree and 3+ years of financial counseling experience, plus AFC/CFP/ChFC certifications.

Qualifications

• Bachelor's degree required.
• 3+ years of financial counseling experience.
• Must be a U.S. citizen and speak fluent English.
• If required, bilingual in English and Spanish.
• Be able to obtain a Tier 2 investigation.
• Must pass the OCI process.
• One of AFC, CFP, or ChFC certifications.

Responsibilities

• Provide personal financial counseling and management services to service members and their families.
• Assist in establishing spending plans for extended absences.
• Develop and provide informational financial materials and classes/workshops.
• Coordinate and publicize a variety of Personal Financial Management classes/workshops.
• Utilize virtual counseling and other electronic modes when authorized.
• Follow DoD protocol for duty to warn.
• Communicate with leadership and participate in supervision and training.

Skills

Financial counseling

English fluency

Communication

Bilingual (Eng/Spanish)

U.S. citizen

Education

Bachelor's degree

Associate degree + 4 years experience

High school diploma + 6 years experience

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 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.

The job duties listed above are representative and not intended to be all-inclusive of what may be expected of an employee assigned to this job. A leader may assign additional or other duties which would align with the intent of this job, without revision to the job description.

Responsibilities

Other Job Requirements

• 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 be able to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
• Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

General Job Information

Title

Personal Financial Counselor, PFC, Vicenza

Grade

24

Work Experience - Required

Financial Counseling

Education - Required

A Combination of Education and Work Experience May Be Considered., Bachelor's

License and Certifications - Required

AFC - Accredited Financial Counselor - EnterpriseEnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterpriseEnterprise, ChFC - Chartered Financial Consultant - EnterpriseEnterpriseEnterprise, DL - Driver License, Valid In State - OtherOtherOther

Salary Range

Salary Minimum

$58,440

Salary Maximum

$93,500

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.