Personal Financial Counselor, PFC - Honolulu, HI

Magellan Health; Pearl City (HI); On-site; USD 58,440 - 93,500; Full time

Benefits offered by this job

Comprehensive benefits package

Short-term incentives

Job summary

Magellan Health is seeking a Personal Financial Counselor based in Pearl City, Hawaii, to provide comprehensive financial counseling services to military service members and their families. Responsibilities include counseling, offering educational workshops, and developing financial resources tailored to military needs.

Qualified candidates must have a Bachelor's degree or equivalent experience, 3+ years in financial counseling, and appropriate credentials such as AFC, CFP, or ChFC. The position offers a competitive salary ranging from $58,440 to $93,500, along with a comprehensive benefits package to support overall wellbeing.

Qualifications

• Minimum of 3 years of financial counseling experience.
• U.S. citizenship and fluent English; bilingual in English and Spanish preferred.
• Must obtain a favorably adjudicated Tier2 investigation.

Responsibilities

• Provide personal financial counseling services to military personnel.
• Conduct workshops on financial management topics across the military lifecycle.
• Develop informational materials for service members and their families.

Skills

Financial counseling

Communication

Training and education

Crisis management

Education

Bachelor's degree

Associate degree + 4 years experience

High school diploma + 6 years experience

Tools

Financial software

Job description

Responsibilities

• Provide full breadth of personal financial counseling services to military service members and their families.
• Offer education and counseling covering financial services, including one‑on‑one counseling, consultations with commanders or other staff, briefings, presentations, and referral resources.
• Work closely with installation and military branch points of contact to ensure program scope and needs are met.
• Assist service members in establishing spending plans for extended absences.
• Develop and make available informational financial materials to service members and families.
• Coordinate, publicize, and provide Personal Financial Management classes/workshops covering topics across the military lifecycle (arrival at first duty station, pre‑ and post‑deployment, personal and career events). Respond to requests for age‑appropriate classes or seminars.
• Utilize virtual counseling or other electronic communication modes (web, secure chat, video, secure video teleconference) as authorized.
• Perform duty‑to‑warn situations per DoD protocol.
• Communicate with leadership and participate in regular supervision, sharing trend information.
• Participate in 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 + 4 years experience or high school diploma + 6 years experience may be considered.
• 3+ years of financial counseling experience.
• U.S. citizenship and fluent English. Bilingual in English and Spanish if required.
• Must obtain a favorably adjudicated Tier2 investigation.
• Must pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
• Must hold one of the following credentials: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

Salary and Benefits

Salary Minimum: $58,440, Salary Maximum: $93,500. Adjusted based on individual skills, experience and education. Eligible for short‑term incentives and comprehensive benefits package.

Magellan offers a broad range of health, life, voluntary and other benefits that enhance physical, mental, emotional and financial wellbeing.

Equal Opportunity Statement

Magellan Health, Inc. is proud to be an Equal Opportunity Employer and a Tobacco‑free workplace. EOE/M/F/Vet/Disabled. All employees must understand and comply with security responsibilities and cooperate with all applicable legal, regulatory, and contractual requirements.

Magellan is committed to meeting applicable federal labor and employment law posting requirements. Copies of applicable posters are available upon request.