Personal Financial Counselor, PFC - Fort Worth. TX

Magellan Health; Fort Worth (TX); Vor Ort; USD 58.440 - 93.500; Vollzeit

Benefits dieser Stelle

Comprehensive benefits package

Short-term incentives

Health and life insurance

Zusammenfassung

Magellan Health in Fort Worth, Texas, is seeking a Financial Counselor to provide personal financial services at military installations. The role includes counseling service members and their families on financial management and providing workshops on financial planning.

Qualified candidates should possess a bachelor's degree and at least 3 years of financial counseling experience. The position offers a competitive salary range of $58,440 – $93,500 along with a comprehensive benefits package supporting well-being.

Qualifikationen

• 3+ years of financial counseling experience.
• U.S. citizenship and fluent English; bilingual if required.
• Ability to obtain a favorably adjudicated Tier2 investigation.

Aufgaben

• Provide one-on-one counseling to military service members and families.
• Coordinate and deliver Personal Financial Management classes.
• Assist in developing financial plans for service members.

Kenntnisse

Financial counseling

Communication skills

Bilingual (English and Spanish)

Ausbildung

Bachelor's degree

Associate degree plus 4 years of experience

High school diploma plus 6 years of experience

Tools

Financial counseling certifications (AFC, CFP, ChFC)

Jobbeschreibung

Job Summary: This position will provide personal financial services at assigned military installations. The role includes the full breadth of personal financial counseling services to military service members and their families, including education, counseling, and referrals as necessary.

Responsibilities

• Provide one‑on‑one counseling, consultation with a commander or other staff, briefings, presentations, and referral resources to participants.
• Work closely with installation and branch points of contact (POC) to ensure the program is within scope and meets installation needs.
• Directly counsel and manage financial services for service members and families.
• Assist service members in developing spending plans for extended absences.
• Develop and distribute informational financial materials.
• Coordinate, publicize, and deliver a variety of Personal Financial Management classes/workshops covering the military lifecycle (arrival at duty station, pre‑ and post‑deployment, and other career events).
• Respond to requests for age‑appropriate classes or seminars.
• Utilize virtual counseling or electronic communication methods, such as web‑based chat or video, as authorized by the OSD FINRED Program office.
• Manage duty‑to‑warn situations in accordance with Department of Defense protocol.
• Communicate with leadership, participate in supervision, and share trends and issues within assigned installations.
• Participate in regular in‑services, training, quality improvement committees, or other contract activities as assigned.
• Perform all other duties as assigned.

Qualifications

• Bachelor's degree required. Associate degree plus 4 years of experience, or high school diploma plus 6 years of experience, may be considered.
• 3+ years of financial counseling experience.
• U.S. citizenship, fluent English; bilingual in English and Spanish if required by contract.
• Ability to obtain a favorably adjudicated Tier2 investigation.
• Pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
• Possession of 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. Compensation may vary by location and is based on experience, education, and other factors. Eligible for short‑term incentives and a comprehensive benefits package, including health, life, and voluntary benefits designed to support physical, mental, and financial well‑being.

Equal Opportunity Employer

Magellan Health, Inc. is an Equal Opportunity Employer and a Tobacco‑free workplace. EOE/M/F/Vet/Disabled.