Personal Financial Counselor, PFC- Columbus AFB, MS

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

Benefits offered by this job

Comprehensive benefits package

Eligible for short-term incentives

Job summary

Magellan Health is seeking a Personal Financial Counselor to provide comprehensive financial services to military service members and their families. This role involves delivering one-on-one counseling, leading financial workshops, and assisting in financial planning.

Ideal candidates should have a Bachelor's degree and at least three years of financial counseling experience. Certification as an Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC) is required.

Qualifications

• Three or more years of financial counseling experience.
• Ability to obtain a favorable Tier-2 investigation clearance.
• Must hold at least one of the following certifications: AFC, CFP, or ChFC.

Responsibilities

• Deliver one-on-one financial counseling, briefings, presentations, and referrals.
• Assist service members in developing spending plans.
• Coordinate and lead Personal Financial Management classes/workshops.

Skills

Financial counseling experience

Bilingual in English and Spanish

Communication skills

Education

Bachelor’s degree required

Associate degree with 4 years experience

High-school diploma with 6 years experience

Job description

Overview

Personal Financial Counselor role provides comprehensive financial services and counseling to military service members and their families at assigned installations.

Responsibilities

• Deliver one‑on‑one financial counseling, briefings, presentations, and referrals.
• Work with installation and branch POCs to ensure program scope and needs are met.
• Assist service members in developing spending plans for extended absences.
• Create and distribute informational financial materials.
• Coordinate, publicize, and lead Personal Financial Management classes/workshops covering lifecycle events (arrival, deployment, career milestones).
• Provide age‑appropriate classes or seminars upon request.
• Utilize virtual counseling and secure electronic communication methods (web, chat, video) as authorized by the DoD.
• Manage duty‑to‑warn situations per DoD protocol.
• Communicate with leadership, participate in individual and group supervision, and report trends and issues.
• Engage in regular in‑services, training, quality‑improvement committees, and other contract‑assigned activities.
• Perform other duties as assigned.

Qualifications

• Bachelor’s degree required (or associate degree with 4 years experience, or high‑school diploma with 6 years experience).
• Three or more years of financial counseling experience.
• U.S. citizenship and fluent English; bilingual in English and Spanish if required.
• Ability to obtain a favorable Tier‑2 investigation clearance.
• Pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
• Must hold at least one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

Salary and Benefits

Salary range: $58,440 – $93,500 annually. Eligible for short‑term incentives and a comprehensive benefits package that includes health, life, voluntary, and other benefits.

Equal Employment Opportunity

Magellan is a proud Equal Opportunity Employer. Opportunities are available to all qualified applicants regardless of race, color, creed, religion, sex, gender identity, sexual orientation, marital status, age, national origin, citizenship, disability, veteran status, or any other protected characteristic.