Personal Financial Counselor, Assignment Ready Counselor, PFC

Magellan Health; United States; On-site; USD 58,440 - 93,500; Full time

Benefits offered by this job

Health benefits

Life and voluntary benefits

Job summary

Magellan Health seeks a Personal Financial Counselor to provide essential financial counseling services to military service members and their families. The ideal candidate will have a bachelor's degree and 3+ years of relevant financial counseling experience.

Responsibilities include one-on-one counseling, managing financial plans for extended absences, and conducting workshops on financial management. Compensation ranges from $58,440 to $93,500, with additional benefits.

Qualifications

• Bachelor's degree required or equivalent experience.
• 3+ years of financial counseling experience.
• Must be a U.S. citizen and speak fluent English.

Responsibilities

• Provide personal financial counseling and management services directly to service members.
• Assist service members in establishing a spending plan.
• Coordinate Personal Financial Management classes and workshops.

Skills

Financial counseling experience

Bilingual in English and Spanish

Communication skills

Education

Bachelor's degree

Associate degree with 4 years experience

High school diploma with 6 years experience

Tools

Accredited Financial Counselor (AFC)

Certified Financial Planner (CFP)

Chartered Financial Consultant (ChFC)

Job description

Position Overview

This position will provide coverage in short‑term, surge and on‑demand situations resulting from military needs such as a post‑deployment event or to cover an existing assignment for counselors who are absent. The 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. The counselor works closely with the installation and military branch Point of Contact (POC) to assure that the program is provided within scope and meets the needs of the installation.

Key Responsibilities

• Provide personal financial counseling and management services directly to service members and their families.
• Assist service members in establishing a spending plan for extended absences.
• Develop and make available informational financial materials to service members and families.
• Coordinate, publicize, and provide a wide variety of Personal Financial Management classes/workshops on 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.
• Respond to requests for age‑appropriate classes or seminars.
• Utilize virtual counseling or other electronic modes of communication (web‑based, secure online chat, or video‑based communications and secure video teleconference sponsored by the customer).
• Manage duty to warn situations according to Department of Defense protocol.
• Communicate with leadership and participate in regular individual and group supervision, sharing information regarding trends and issues on the assignments.
• Participate in regular in‑services/training, quality improvement committees or other contract activities as assigned.
• Perform all other duties as assigned. The above duties are representative and not intended to be all‑inclusive.

Qualifications

• Bachelor's degree required. May consider applicants with an associate degree plus 4 years’ experience or a high school diploma plus 6 years’ experience.
• 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.
• Must 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).

Job Information

• Title: Personal Financial Counselor, Assignment Ready Counselor, PFC
• Grade: 24
• Work Experience Required: Financial Counseling Work Experience
• Education: Bachelor's Education Required (Associate degree or high school diploma with experience considered)
• Certifications Required: AFC, CFP, or ChFC
• License: Driver License (valid in state) – preferred

Salary and Benefits

Salary Minimum: $58,440 • Salary Maximum: $93,500. This range reflects anticipated base salary based on current national data. Minimums and maximums may vary by location. Actual pay will be adjusted based on an individual’s skills, experience, education, and other job‑related factors permitted by law.

Position may be eligible for short‑term incentives as well as a comprehensive benefits package. Benefits include health, life, voluntary and other benefits and perks that enhance physical, mental, emotional and financial wellbeing.

Equal Employment Opportunity

Magellan Health, Inc. is a proud Equal Opportunity Employer. We are 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 the position; and must comply with all applicable legal, regulatory, and contractual requirements and internal policies and procedures.

Legal and Regulatory

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. The company meets applicable Federal labor and employment law posting requirements.