Personal Financial Counselor, Assignment Ready Counselor, PFC-Toledo, OH

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

Benefits offered by this job

Eligible for short-term incentives

Comprehensive benefits package

Job summary

Magellan Health in Toledo, OH is looking for a Personal Financial Counselor (Assignment-Ready Counselor) to provide coverage for military personnel and families. The role involves offering financial counseling services, assisting in creating spending plans, and developing informational materials.

The candidate should have a Bachelor’s degree (or related experience), at least 3 years in financial counseling, and required certifications like AFC, CFP, or ChFC. The position also includes comprehensive benefits aimed at well-being.

Qualifications

• Minimum 3 years of financial counseling experience.
• U.S. citizen and fluent in English; bilingual in English and Spanish if required by contract.
• Must obtain a favorable Tier 2 investigation.
• Must pass Congressionally Mandated Disclosures for OCI process.

Responsibilities

• Provide direct personal financial counseling and management services.
• Assist service members in establishing spending plans.
• Develop financial materials for service members and families.
• Coordinate and deliver Personal Financial Management classes.

Education

Bachelor’s degree

Associate degree plus 4 years of experience

High school diploma plus 6 years of experience

Tools

Accredited Financial Counselor (AFC)

Certified Financial Planner (CFP)

Chartered Financial Consultant (ChFC)

Job description

This position will provide coverage in short‑term, surge, and on‑demand situations resulting from military needs such as post‑deployment events or coverage for absent counselors. The primary responsibilities include the full breadth of personal financial counseling services to service members and their families at military installations. Services span one‑on‑one counseling, briefings, presentations, and referral resources outside of counseling sessions.

Responsibilities

• Provide direct personal financial counseling and management services.
• Assist service members in establishing spending plans for extended absences.
• Develop and distribute informational financial materials to service members and families.
• Coordinate, publicize, and deliver 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, including secure online chat and video‑based communications as authorized.
• Manage duty‑to‑warn situations per DoD protocol.
• Communicate with leadership and participate in regular supervision, sharing trends and issues on assigned installations.
• Participate in in‑services, training, quality improvement committees, and other contract activities as assigned.
• Perform all other duties as assigned.

Qualifications

• Bachelor’s degree required (or associate degree plus 4 years of experience; or high school diploma plus 6 years of experience).
• Minimum 3 years of financial counseling experience.
• U.S. citizen and fluent in English; bilingual in English and Spanish if required by contract.
• Must obtain a favorable 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).

Job Information

Title: Personal Financial Counselor (Assignment‑Ready Counselor) – PFC, Toledo, OH
Grade: 24
Salary Range: $58,440 – $93,500 (base salary)

Benefits

Eligible for short‑term incentives and a comprehensive benefits package, including health, life, and voluntary benefits designed to support physical, mental, emotional, and financial well‑being.

Equal Employment Opportunity

Magellan Health, Inc. is an Equal Opportunity Employer and a tobacco‑free workplace. EOE/M/F/Vet/Disabled. All employees and applicants are protected under federal and state laws.