Personal Financial Counselor, Assignment Ready Counselor, PFC-Appleton, WI

Magellan Federal; Appleton (WI); On-site; USD 58,440 - 93,500; Full time

Benefits offered by this job

Health insurance

Life insurance

Voluntary benefits

Job summary

Magellan Federal is seeking a skilled Financial Counselor to provide personal financial management services to military service members and their families. The position requires at least a Bachelor’s degree and 3+ years of financial counseling experience. The role will involve working closely with military installations to meet specific needs and providing educational workshops on personal finance topics.

The salary range for this position is $58,440 – $93,500 annually, depending on experience and qualifications. This role also comes with a comprehensive benefits package.

Qualifications

• 3+ years of financial counseling experience required.
• U.S. citizenship and fluency in English mandatory.
• Experience can substitute for degree in certain cases.

Responsibilities

• Provides personal financial counseling to military members.
• Helps create spending plans for service members.
• Develops informational materials for families.

Skills

Financial counseling

Bilingual in English and Spanish

Communication skills

Education

Bachelor's degree

Job description

This position will provide coverage in short‑term, surge and on‑demand situations resulting from military needs such as post‑deployment events or to cover an existing assignment for counselors who are absent. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Works closely with the installation and military branch points of contact (POC) to assure that the program is provided 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.
• Possesses 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 the 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.

Qualifications

• Bachelor’s degree required.
• May consider applicants with an associate degree plus 4 years’ experience in lieu of a 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.
• 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).

Salary Range: $58,440 – $93,500 annually (subject to adjustment based on skills, experience, education, and other factors permitted by law). This position may be eligible for short‑term incentives and a comprehensive benefits package, including health, life, voluntary benefits and other perks.

Magellan Health, Inc. is an Equal Opportunity Employer and a tobacco‑free workplace. EOE/M/F/Vet/Disabled.

All employees 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.