Personal Financial Counselor; Assignment Ready Counselor, PFC, Southfield, MI

Magellan Health; Southfield (MI); On-site; USD 58,440 - 93,500; Full time

Benefits offered by this job

Comprehensive benefits package

Job summary

Magellan Health is seeking a Financial Counselor to provide comprehensive personal financial counseling services to military service members and their families. Responsibilities include one-on-one counseling, conducting workshops, and developing financial materials.

The ideal candidate holds a Bachelor’s degree, has over 3 years of financial counseling experience, and may require bilingual proficiency in English and Spanish. This position is located in Southfield, Michigan and offers a competitive salary and benefits package.

Qualifications

• Bachelor's degree or equivalent experience required.
• 3+ years of financial counseling experience.
• U.S. citizen; fluency in English required.

Responsibilities

• Provide personal financial counseling to military members and their families.
• Develop spending plans and financial materials.
• Conduct financial management classes and workshops.

Skills

Financial counseling experience

Bilingual English/Spanish

Education

Bachelor's degree

Tools

Financial certifications (AFC, CFP, ChFC)

Job description

Job 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 existing assignments for counselors who are absent. The counselor delivers the full breadth of personal financial counseling services to military service members and their families at military installations. Services include one‑on‑one counseling, briefings, presentations, referral resources, and virtual counseling via secure online chat or video exchanges. The role also establishes spending plans for extended absences, develops informational financial materials, coordinates and publicizes a variety of personal financial management classes and workshops across the military lifecycle, responds to requests for age‑appropriate classes or seminars, manages duty‑to‑warn situations in accordance with Department of Defense protocol, and participates in regular supervision, training, quality‑improvement committees, and other contract activities. All other duties are assigned as needed.

Qualifications

• Bachelor's degree required (associate degree +4 years experience or high‑school diploma +6 years experience may be considered).
• 3+ years of financial counseling experience.
• U.S. citizen who speaks fluent English; bilingual in English/Spanish may be required by contract.
• Must obtain a favorably adjudicated Tier 2 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 & Benefits

Salary Minimum: $58,440. Salary Maximum: $93,500. This position may be eligible for short‑term incentives and a comprehensive benefits package covering health, life, voluntary and other benefits that enhance physical, mental, emotional and financial wellbeing.

EEO Statement

Magellan Health, Inc. is an Equal Opportunity Employer and a Tobacco‑free workplace, welcoming applicants from all backgrounds. EOE/M/F/Vet/Disabled. Every employee must understand and comply with the security responsibilities and policies required for this position. The company is committed to providing equal employment opportunities 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.