Assignment-Ready Financial Counselor for Military Families

Magellan Health, Inc.; Missouri; On-site; USD 58,000 - 94,000; Full time

Job summary

Magellan Health is seeking a Personal Financial Counselor (PFC) to serve military service members and their families at installations in Missouri. The role covers counseling, education, and resource referrals, including virtual options and coordination with chain of command.

The position requires a Bachelor's degree (or equivalent combination with experience), 3+ years in financial counseling, U.S. citizenship, fluent English, and relevant certifications (AFC/CFP/ChFC).

Qualifications

• Bachelor's degree required.
• 3+ years of financial counseling experience.
• Must be a U.S. citizen and fluent in English.
• Bilingual in English and Spanish if required by contract.
• Must be able to obtain a favorable Tier 2 investigation and pass OCI disclosures.
• Certifications: AFC, CFP or ChFC.

Responsibilities

• Provide personal financial counseling and management services to service members and families.
• Assist in establishing spending plans for extended absences.
• Develop and provide informational financial materials and workshops.
• Coordinate and publicize PFM classes across the installation.
• Utilize virtual counseling methods as needed (web chat, video, secure platforms).
• Engage with leadership and supervision; share trends and issues.
• Participate in trainings and quality improvement activities; perform other duties as assigned.

Skills

Financial counseling

Education

Bachelor's degree

Associate degree + 4 years experience

High school diploma + 6 years experience

Job description

Magellan Health is seeking a Personal Financial Counselor (PFC) to serve military service members and their families at installations in Missouri. The role covers counseling, education, and resource referrals, including virtual options and coordination with chain of command.

The position requires a Bachelor's degree (or equivalent combination with experience), 3+ years in financial counseling, U.S. citizenship, fluent English, and relevant certifications (AFC/CFP/ChFC).