Personal Financial Counselor, Assignment Ready Counselor, PFC-Camp Beauregard, LA

Magellan Health; Pineville (LA); Hybrid; USD 58,440 - 93,500; Full time

Job summary

Magellan Health in Pineville, Louisiana, is seeking a financial counselor to provide personal financial counseling services to military service members and their families. The role involves developing financial materials and conducting workshops, requiring a minimum of 3 years financial counseling experience and relevant certifications.

Ideal candidates will possess at least a bachelor's degree and be bilingual in English and Spanish if required. The position offers coverage in surge situations and mandates effective communication with leadership.

Qualifications

• Minimum of 3+ years of financial counseling experience.
• U.S. citizen, fluent in English; bilingual in English and Spanish if required by contract.
• Must hold certifications such as AFC, CFP, or ChFC.

Responsibilities

• Provide coverage in short-term, surge, and on-demand situations.
• Deliver personal financial counseling services to military members and families.
• Assist in establishing spending plans for extended absences.
• Develop and distribute financial materials and conduct classes.
• Utilize virtual counseling and maintain communication with leadership.

Skills

Financial counseling

Bilingual (English and Spanish)

Presentation skills

Communication

Education

Bachelor's degree

Associate degree + 4 years experience

High school diploma + 6 years experience

Job description

Responsibilities

• Provide coverage in short‑term, surge, and on‑demand situations arising from military needs such as post‑deployment events or to cover absent counselors.
• Deliver full personal financial counseling services to military service members and families at installations, including one‑on‑one counseling, briefings, presentations, referrals, and consultation with commanders or other providers.
• Assist service members in establishing spending plans for extended absences.
• Develop and distribute informational financial materials and coordinate, publicize, and provide Personal Financial Management classes and workshops across the military lifecycle (e.g., first duty station arrival, pre‑ and post‑deployment, career events).
• Respond to requests for age‑appropriate classes or seminars.
• Utilize virtual counseling or other electronic modes of communication (web‑based chat, secure video teleconference) as authorized.
• Manage duty‑to‑warn situations in accordance with DoD protocol.
• Communicate with leadership, participate in regular supervision and training, and share information on trends and issues on assigned installations.
• Participate in in‑services, quality improvement committees, or other contract activities as assigned.
• Perform any other duties related to the role as required.

Qualifications

• Bachelor's degree required; may consider an associate degree plus 4 years of experience or a high school diploma plus 6 years of experience.
• Minimum of 3+ years of financial counseling experience.
• U.S. citizen, fluent in English; bilingual in English and Spanish if required by contract.
• Must obtain a Tier 2 investigation and 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 Range

Minimum: $58,440 | Maximum: $93,500

EEO Statement

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