Personal Financial Counselor, PFC, Baton Rouge, LA

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 including health and life insurance

Job summary

Magellan Health is seeking a Personal Financial Counselor in Baton Rouge, LA. This position focuses on delivering personal financial services to military personnel and their families, including counseling and education.

The ideal candidate will have a Bachelor's degree and at least 3 years of experience in financial counseling. The role also offers a salary range of $58,440–$93,500 based on qualifications, with comprehensive benefits available.

Qualifications

• 3+ years of financial counseling experience is required.
• Fluent in English, potentially bilingual in English/Spanish as per contract.
• Must successfully pass OCIs and hold relevant certifications.

Responsibilities

• Deliver personal financial counseling services to service members.
• Develop and conduct financial management classes and workshops.
• Assist in creating spending plans and distribute financial materials.

Skills

Financial counseling experience

Fluent English

Ability to obtain Tier 2 security clearance

Bilingual English/Spanish (if required)

Education

Bachelor's degree

Associate degree with 4+ years experience

High school diploma with 6+ years experience

Tools

Accredited Financial Counselor certification

Certified Financial Planner certification

Chartered Financial Consultant certification

Job description

Job Overview

This position provides personal financial services at assigned military installations, including counseling, education, and management services for service members and their families.

Responsibilities

• Deliver personal financial counseling services, including one‑on‑one counseling, briefings, presentations, and referrals to external resources.
• Consult with commanders, staff, and installation points of contact to ensure services meet installation needs and remain within scope.
• Assist service members in creating spending plans for extended absences.
• Develop and distribute informational financial materials.
• Coordinate, publicize, and conduct Personal Financial Management classes and workshops on military lifecycle topics.
• Respond to requests for age‑appropriate classes or seminars.
• Utilize virtual counseling or electronic communication modes when authorized by the OSD FINRED Program office.
• Manage duty‑to‑warn situations per DoD protocol.
• Communicate with leadership and participate in regular individual and group supervision, sharing trend and issue information.
• Participate in regular in‑services, training, quality improvement committees, and other contract activities as assigned.
• Perform additional duties as assigned.

Required Qualifications

• Bachelor’s degree required; or associate degree with 4+ years experience; or high school diploma with 6+ years experience.
• 3+ years of financial counseling experience.
• U.S. citizen who speaks fluent English; bilingual English/Spanish if contract requires.
• Ability to obtain a Tier 2 security 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).

Basic Information

• Title: Personal Financial Counselor, PFC
• Location: Baton Rouge, LA
• Grade: 24
• Salary Range: $58,440 – $93,500 (based on location and qualifications)

Benefits

The role may be eligible for short‑term incentives and a comprehensive benefits package including health, life, and voluntary benefits.

EEO Statement

Magellan is proud to be an 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, or disability.