On-Demand Military Personal Financial Counselor

Magellan Health, Inc.; Augusta (MI); Sur place; USD 58 000 - 94 000; Plein temps

Résumé du poste

Magellan Health, Inc. is seeking a Personal Financial Counselor (PFC) assigned to Michigan, with assignment-ready status to support service members and their families.

The role involves delivering comprehensive financial counseling, education, and resources at military installations, including one-on-one sessions, briefings, and workshops. You will work with DoD protocols, coordinate with installation leadership, and provide virtual counseling as required.

Qualifications

• Bachelor’s degree required.
• 3+ years of financial counseling experience.
• U.S. citizen and fluent English.
• If contract requires, bilingual in English and Spanish.
• Be able to obtain a favorably adjudicated Tier 2 investigation.
• Pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI).
• Must have one of the following certifications: AFC, CFP, or ChFC.

Responsabilités

• Provide personal financial counseling and management services to service members and their families.
• Assist service members in establishing a spending plan for extended absences.
• Develop and provide informational financial materials for service members and families.
• Coordinate and deliver PFM classes/workshops across the military lifecycle.
• Respond to requests for age-appropriate classes or seminars.
• Utilize virtual counseling or secure online modalities as needed.
• Manage duty to warn situations per DoD protocol.
• Communicate with leadership and participate in supervision and training.
• Participate in in-services/training and contract activities.
• All other duties as assigned.

Connaissances

Financial counseling

Fluent English

Formation

Bachelor’s degree

Associate degree + 4 years experience

High school diploma + 6 years experience

Description du poste

Magellan Health, Inc. is seeking a Personal Financial Counselor (PFC) assigned to Michigan, with assignment-ready status to support service members and their families.

The role involves delivering comprehensive financial counseling, education, and resources at military installations, including one-on-one sessions, briefings, and workshops. You will work with DoD protocols, coordinate with installation leadership, and provide virtual counseling as required.