Personal Financial Counselor, PFC - New Castle, DE

Magellan Health; New Castle (DE); Vor Ort; USD 58.440 - 93.500; Vollzeit

Benefits dieser Stelle

Comprehensive benefits package

Short-term incentives

Zusammenfassung

Magellan Health is seeking a Personal Financial Counselor (PFC) in New Castle, Delaware. The position involves providing comprehensive financial counseling, education, and services to military service members and their families.

Key responsibilities include delivering one-on-one counseling, managing financial planning classes, and assisting with spending plans. Ideal candidates will have a minimum of three years of financial counseling experience and the necessary certifications.

The annual salary range is $58,440 – $93,500, along with a robust benefits package.

Qualifikationen

• Minimum 3 years of financial counseling experience.
• Must be a U.S. citizen.
• Must obtain a favorably adjudicated Tier 2 investigation.

Aufgaben

• Deliver one-on-one counseling, briefings, and presentations.
• Coordinate and facilitate Personal Financial Management classes.
• Assist service members with spending plans.

Kenntnisse

Fluent English

Financial counseling

Bilingual (English/Spanish)

Ausbildung

Bachelor’s degree

Associate degree + 4 years experience

High school diploma + 6 years experience

Tools

Financial counseling certifications (AFC, CFP, ChFC)

Jobbeschreibung

Job Summary

Personal Financial Counselor (PFC) at military installations. Provide full breadth of financial counseling, education, and related services to service members and families.

Key Responsibilities

• Deliver one‑on‑one counseling, briefings, presentations, and referrals.
• Work with installation and branch points of contact to ensure program scope and needs.
• Assist service members with spending plans for extended absences.
• Develop and distribute financial materials.
• Coordinate, publicize, and facilitate Personal Financial Management classes and workshops across the military life cycle.
• Respond to requests for age‑appropriate classes or seminars.
• Provide virtual counseling via secure online chat or video when authorized.
• Manage duty‑to‑warn situations per DoD protocol.
• Communicate trends and issues with leadership and participate in supervision.
• Participate in in‑services, training, quality‑improvement committees, and contract activities.
• Perform any other duties as assigned.

Qualifications

• Bachelor’s degree required (associate degree + 4yrs experience or high school diploma + 6yrs experience may be considered).
• Minimum of 3years financial counseling experience.
• Must be a U.S. citizen and speak fluent English; bilingual in English/Spanish may be required.
• Must obtain a favorably adjudicated Tier2 investigation and pass the OCI process.
• Required certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

Location & Salary

New Castle, Delaware. Annual salary range: $58,440 – $93,500.

Benefits

A comprehensive benefits package including health, life, voluntary and other benefits, short‑term incentives, and additional perks that support physical, mental, emotional and financial well‑being.

EEO Statement

Magellan Health, Inc. is an Equal‑Opportunity Employer and a tobacco‑free workplace. EOE/M/F/Veteran/Disabled. Magellan complies with federal labor and employment law requirements and provides required posters to applicants.

Additional Information

All employees must understand, comply with, and attest to the security responsibilities and controls unique to their position.