Personal Financial Counselor, Assignment Ready Counselor, PFC, Louisiana

Magellan Health; Baton Rouge (LA); On-site; USD 58,440 - 93,500; Full time

Benefits offered by this job

Short-term incentives

Comprehensive benefits package

Job summary

Magellan Health is seeking a Personal Financial Counselor in Baton Rouge, Louisiana. The successful candidate will provide financial counseling to military service members and their families, coordinating various educational programs and managing counseling sessions.

A Bachelor’s degree along with a minimum of 3 years of experience is required, as well as necessary certifications. The position offers a salary range of $58,440 - $93,500, with potential incentives and benefits.

Qualifications

• Minimum 3 years of financial counseling experience required.
• Certification required: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
• Ability to obtain a favorably adjudicated Tier 2 investigation.

Responsibilities

• Provide coverage for military financial counseling needs.
• Deliver personal financial counseling services.
• Coordinate and publicize Personal Financial Management classes.

Skills

Financial counseling

Communication

Bilingual (English/Spanish)

Education

Bachelor’s degree

Job description

Responsibilities

• Provide coverage in short‑term, surge, and on‑demand situations arising from military needs such as post‑deployment events or covering absences of counselors.
• Deliver the full breadth of personal financial counseling services to military service members and their families at military installations.
• Offer one‑on‑one counseling, consultation with commanders or other providers, briefings, presentations, and referral resources.
• Work closely with installation and branch Points of Contact to assure that the program is within scope and meets installation needs.
• Assist service members in establishing spending plans for extended absences.
• Develop and distribute informational financial materials.
• Coordinate and publicize a wide variety of Personal Financial Management classes and workshops covering the military lifecycle.
• Respond to requests for age‑appropriate classes or seminars.
• Utilize virtual counseling and electronic communication modes such as web‑based chat, secure video teleconference, or other electronic means as authorized by the OSD FINRED Program office.
• Manage duty‑to‑warn situations in accordance with Department of Defense protocol.
• Communicate with leadership, participate in supervision, share trends and issues on assigned installations, and attend in‑services, training, quality improvement committees, or other contract activities as assigned.
• Perform any other duties assigned within the scope of the role.

Qualifications

• Bachelor’s degree required; associate degree plus 4 years of experience or high school diploma plus 6 years of experience may be considered.
• Minimum 3 years of financial counseling experience.
• U.S. citizen, fluent in English; bilingual in English and Spanish if required by contract.
• Ability to obtain a favorably adjudicated Tier 2 investigation.
• Pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
• Certification required: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

Additional Information

Title: Personal Financial Counselor, Assignment Ready Counselor, PFC, Louisiana.

Grade: 24.

Salary Range: $58,440 - $93,500 (may vary by location and experience).

Position may be eligible for short‑term incentives and a comprehensive benefits package.

Equal Opportunity Employer

Magellan Health, Inc. is a proud 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 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.