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

Magellan Health; Appleton (WI); Hybrid; USD 58,440 - 93,500; Full time

Benefits offered by this job

Health benefits

Life insurance

Well-being programs

Job summary

Magellan Health is seeking a qualified financial counselor to provide personal financial services to military members and their families in Appleton, Wisconsin. The role involves one-on-one counseling, developing spending plans, and conducting financial management workshops.

Applicants should have 3+ years in financial counseling, a Bachelor's degree, and relevant certifications such as AFC or CFP. The salary range for this position is between $58,440 and $93,500, and it comes with a comprehensive benefits package.

Qualifications

• 3+ years of financial counseling experience.
• U.S. citizen and fluent in English; bilingual in English and Spanish if required.
• Must hold one of the following certifications: AFC, CFP, or ChFC.

Responsibilities

• Provide personal financial counseling services to military service members.
• Conduct counseling sessions, consultations, and presentations.
• Assist service members in establishing spending plans.

Skills

Financial counseling

Communication skills

Bilingual (English and Spanish)

Education

Bachelor's degree

Associate degree plus 4 years of experience

High school diploma plus 6 years of experience

Tools

Video teleconference tools

Job description

Position Overview

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.

Responsibilities

• Provide full breadth of personal financial counseling services to military service members and their families at military installations.
• Conduct one‑on‑one counseling, consultations with commanders or other providers, briefings and presentations, and referral to outside resources.
• Work closely with installation and military branch points of contact to ensure the program meets the needs of the installation.
• Assist service members in establishing spending plans for extended absences and develop informational financial materials.
• Coordinate, publicize, and deliver personal financial management classes and workshops on topics across the military lifecycle, including arrivals, pre‑ and post‑deployment, and personal and career events as outlined in DoDI1322.34.
• Respond to requests for age‑appropriate classes or seminars.
• Utilize virtual counseling or electronic communication modes (web‑based, secure online chat, video‑based communications, secure video teleconference) as authorized by OSDFINRED Program office.
• Manage duty‑to‑warn situations according to DoD protocol.
• Communicate with leadership, participate in regular individual and group supervision, and share information on trends and issues.
• Participate in regular in‑services, training, quality improvement committees, or other contract activities as assigned.
• Perform all other duties as assigned.

Requirements

• Bachelor's degree required. Associate degree plus 4 years of experience or high school diploma plus 6 years of experience may be considered.
• 3+ years of financial counseling experience.
• U.S. citizen and fluent in English; bilingual in English and Spanish if required by contract.
• Ability to obtain a favorably adjudicated Tier2 investigation.
• Must pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
• Must hold one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

Salary

Salary Minimum: $58,440Salary Maximum: $93,500. This reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary by location. The position may be eligible for short‑term incentives and a comprehensive benefits package.

Benefits

• Health, life, volunteer, and other benefits designed to enhance physical, mental, emotional, and financial wellbeing.

Equal Opportunity Employer

Magellan Health, Inc. is proud to be an Equal Opportunity Employer and a Tobacco‑free workplace. EOE/M/F/Vet/Disabled. The company is committed to providing equal employment opportunities to employees and applicants 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.