Personal Financial Counselor, PFC

Magellan Health; United States; On-site; USD 58,000 - 94,000; Full time

Job summary

Magellan Health is seeking a Personal Financial Counselor to provide comprehensive financial counseling at assigned military installations. The role includes education, briefings, presentations, and referrals to service members and their families.

Responsibilities include delivering counseling services, developing spending plans for deployments, and coordinating Personal Financial Management classes across the military lifecycle.

Qualifications

• Bachelor's degree required; alternative with associate degree + 4 years experience.
• 3+ years of financial counseling experience.
• U.S. citizenship and fluent English; bilingual English/Spanish if required by contract.
• Ability to obtain favorable adjudication and pass OCI disclosures.
• Must hold AFC, CFP, or ChFC certification.

Responsibilities

• Provide personal financial counseling and management services to service members and families.
• Assist in establishing spending plans for extended absences.
• Develop and share informational financial materials.
• Coordinate and conduct Personal Financial Management classes and workshops.
• Respond to requests for age-appropriate classes or seminars.
• Utilize virtual counseling or other electronic communications.
• Manage duty-to-warn situations per DoD protocol.
• Communicate with leadership and participate in supervision.
• Participate in in-services and contract activities.

Skills

financial counseling

bilingual English/Spanish

communication

Education

Bachelor's degree

Associate degree + 4 years experience

High school diploma + 6 years experience

Job description

Position

Title: Personal Financial Counselor, PFC

Grade: 24

Locations: Multiple locations – Onsite Opportunities

Overview

This position provides personal financial counseling services at assigned military installations. The counselor delivers a full range of financial counseling services to service members and their families, including education, briefings, presentations, and referrals.

Responsibilities

• Provide personal financial counseling and management services directly to service members and their families.
• Assist service members in establishing a spending plan for extended absences.
• Develop and make available informational financial materials to service members and families.
• Coordinate, publicize, and conduct Personal Financial Management classes and workshops covering topics 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 or other electronic communication modes (web‑based, secure online chat, video).
• Manage duty‑to‑warn situations according to Department of Defense protocol.
• Communicate with leadership and participate in regular individual and group supervision, sharing information on trends and issues.
• Participate in regular in‑services, training, quality improvement committees, or other contract activities as assigned.

Qualifications

• Bachelor's degree required. An associate degree with 4 years of experience or a high school diploma with 6 years of experience may also be considered.
• 3+ years of financial counseling experience.
• U.S. citizenship and fluent English (bilingual in English and Spanish if required by the contract).
• Ability to obtain a favorably adjudicated Tier2 investigation and to 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).

Compensation & Benefits

Salary range: $58,440 – $93,500. The position may also be eligible for short‑term incentives and a comprehensive benefits package.

Equal Opportunity Employer

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.

Legal Compliance

All employees must understand, comply with, and attest to the security responsibilities and security controls unique to their position; and comply with all applicable legal, regulatory, contractual requirements, and internal policies and procedures.