Personal Financial Counselor, Assignment Ready Counselor, PFC-Springfield, IL

Magellan Health; Springfield (IL); On-site; USD 58,000 - 94,000; Full time

Benefits offered by this job

Health benefits

Short-term incentives

Equal opportunity employer

Job summary

Magellan Health is seeking a qualified financial counselor to provide coverage across military installations, delivering one-on-one counseling, briefings, and referrals. The role involves collaboration with installation POCs, development of spending plans, and leading financial management classes for various military lifecycle events.

Requirements include a bachelor's degree (or equivalent), minimum 3 years of counseling experience, and U.S.

Qualifications

• Bachelor's degree required (or equivalent alternative with years of experience).
• 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.
• Must pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
• Must possess AFC/CFP/ChFC certification or equivalent.

Responsibilities

• Provide coverage in short-term, surge, and on-demand situations related to military needs.
• Deliver personal financial counseling services to service members and their families at installations.
• Conduct one-on-one counseling, briefings, presentations, and referrals to external resources as needed.
• Collaborate with installation and military branch points of contact to ensure program scope and installation needs are met.
• Assist service members in developing spending plans for extended absences.
• Coordinate, publicize, and deliver Personal Financial Management classes and workshops across the military lifecycle.

Skills

Financial counseling

Bilingual (English/Spanish)

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 related to military needs, including post‑deployment events and coverage of absent counselors.
• Deliver the full breadth of personal financial counseling services to military service members and their families at installations.
• Conduct one‑on‑one counseling, briefings, presentations, and offer referrals to external resources as needed.
• Collaborate with installation and military branch points of contact (POC) to ensure program scope and installation needs are met.
• Assist service members in developing spending plans for extended absences.
• Create and distribute informational financial materials to service members and families.
• Coordinate, publicize, and deliver a wide variety of Personal Financial Management classes and workshops across the military lifecycle (e.g., arrival at first duty station, pre‑ and post‑deployment, career events).
• Respond to requests for age‑appropriate classes or seminars.
• Utilize virtual counseling and electronic communication modalities such as web‑based chat, video conferencing, and secure teleconference.
• Manage "duty to warn" situations in accordance with DoD protocol.
• Communicate with leadership and participate in regular supervision, sharing trends and issues along assigned installations.
• Participate in regular in‑services, training, quality improvement committees, and other contract activities as assigned.
• Perform any additional duties as assigned.

Qualifications

• Bachelor's degree required (or associate degree + 4 years experience, or high school diploma + 6 years experience).
• Minimum 3 years of financial counseling experience.
• U.S. citizen who speaks fluent English; bilingual in English and Spanish if required by contract.
• Ability to obtain a favorably adjudicated Tier 2 investigation.
• Must pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
• Must possess one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

Benefits

Competitive salary range: $58,440 – $93,500, with potential for short‑term incentives. Comprehensive benefits package includes health, life, voluntary and other benefits.

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

Magellan 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.