Personal Financial Counselor, PFC-Fort Lee, VA

Magellan Health; Fort Lee (NJ); On-site; USD 58,440 - 93,500; Full time

Benefits offered by this job

Comprehensive benefits package

Short-term incentives

Job summary

Magellan Health in Fort Lee, New Jersey, is seeking a Financial Counselor to provide personal financial services to service members and their families. The role includes counseling sessions, workshops, and developing spending plans.

Applicants should have a bachelor's degree and at least three years of financial counseling experience. The position offers a salary range of $58,440 - $93,500, adjustable based on experience, along with a comprehensive benefits package.

Qualifications

• Minimum 3 years of financial counseling experience.
• U.S. citizenship and fluency in English.
• Ability to obtain a Tier2 investigation.

Responsibilities

• Provide personal financial services at military installations.
• Offer personal financial counseling and workshops.
• Create financial materials and manage duty-to-warn situations.

Skills

Financial counseling

Communication

Bilingual (English/Spanish)

Education

Bachelor's degree

Associate degree with 4 years of experience

High school diploma with 6 years of experience

Job description

Responsibilities

• Provide personal financial services at assigned military installations.
• Offer comprehensive personal financial counseling to service members and their families, including one‑on‑one sessions, briefings, presentations, and referrals.
• Collaborate with installation and branch Points of Contact to ensure the program meets installation needs and stays within scope.
• Assist service members in developing spending plans for extended absences.
• Create and distribute informational financial materials.
• Coordinate and promote a variety of Personal Financial Management classes and workshops covering the military lifecycle (e.g., first duty station, deployment, personal and career events).
• Respond to requests for age‑appropriate classes or seminars.
• Utilize virtual counseling and other electronic communication modes such as web‑based secure chat and video teleconferencing, where authorized by the OSD FINRED Program office.
• Manage duty‑to‑warn situations in accordance with DoD protocol.
• Communicate with leadership and participate in regular supervision, sharing information on trends and issues.
• Engage in regular in‑services training, quality improvement committees, or other contract activities as assigned.
• Perform any other duties assigned as part of the role.

Qualifications

• Bachelor’s degree required; an associate degree with 4 years of experience or a high school diploma with 6 years of experience may be considered.
• At least 3 years of financial counseling experience.
• U.S. citizenship and fluency in English; bilingual English/Spanish required if specified by contract.
• Ability to obtain a favorably adjudicated Tier2 investigation.
• Compliance with the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
• Certification as an Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

Benefits

Salary range: $58,440 - $93,500 (adjusted based on experience, education, and job‑related factors). The position may be eligible for short‑term incentives and a comprehensive benefits package, including health, life, and voluntary benefits.

EEO Statement

Magellan Health, Inc. is an Equal Opportunity Employer and a tobacco‑free workplace. EOE/M/F/Vet/Disabled. All employees and applicants are treated with respect in accordance with federal, state, and local laws, including those related to race, color, creed, religion, sex, gender identity and expression, sexual orientation, marital status, age, national origin, citizenship, disability, veteran status, and protected veteran status. The employer meets applicable federal posting and accessibility requirements.