Personal Financial Counselor, PFC-Wright-Patterson

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

Benefits offered by this job

Short-term incentives

Comprehensive benefits package

Health and life insurance

Job summary

Magellan Health in Dayton, Ohio, seeks a Personal Financial Counselor to provide comprehensive financial counseling to military service members and families. Responsibilities include conducting workshops, one-on-one counseling, and coordination of financial education. Ideal candidates should possess a Bachelor’s degree and a strong financial counseling background, with preferred certifications such as AFC, CFP, or ChFC.

The position offers a salary range from $58,440 to $93,500 based on experience and qualifications, alongside a robust benefits package. A commitment to equal opportunities and a tobacco-free workplace is emphasized.

Qualifications

• 3+ years of financial counseling experience.
• U.S. citizenship and fluent English required.
• Must hold an accredited certification: AFC, CFP, or ChFC.

Responsibilities

• Provide personal financial counseling to military members.
• Coordinate and conduct Personal Financial Management classes.
• Use virtual counseling methods as needed.

Skills

Financial counseling

Bilingual (Spanish)

Communication skills

Education

Bachelor’s degree

Associate degree + 4 years experience

High school diploma + 6 years experience

Job description

Responsibilities

Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not limited to, one‑on‑one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Works closely with the installation and military branch Points of Contact (POC) to assure that the program is providing within scope and meets the needs of the installation. Provides personal financial counseling and management services directly to service members and their families. Assists service members in establishing a spending plan for extended absences. Develops and makes available informational financial materials to service members and families. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre‑ and post‑deployment, and personal and career events outlined in DoDI 1322.34. Responds to requests for age‑appropriate classes or seminars.

Possess the skills to effectively utilize virtual counseling or other electronic modes of communication, such as web based, secure online chat, or video‑based communications and secure video teleconference sponsored by the customer. Virtual PFC support may only be authorized by OSD FINRED Program office. Manages duty to warn situations according to Department of Defense (DoD) protocol. Communicates with leadership and participates in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned. Participates in regular in‑services/training, quality improvement committees or other contract activities as assigned/appropriate. All other duties as assigned.

Qualifications

• Bachelor’s degree required. May consider applicants with an associate degree plus 4 years’ experience in lieu of a bachelor’s degree.
• May consider applicants with a high school diploma plus 6 years’ experience in lieu of a bachelor’s degree.
• 3+ years of financial counseling experience.
• Must be a U.S. citizen and speak fluent English. If required by the contract, must be bilingual in English and Spanish.
• Be able to obtain a favorably adjudicated Tier 2 investigation.
• Must be able to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
• Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

Job Information

• Title: Personal Financial Counselor, PFC‑Wright‑Patterson
• Grade: 24
• Work Experience: Required – Financial Counseling
• Salary Minimum: $58,440, Salary Maximum: $93,500 (based on current national data; actual pay adjusted based on skills, experience, education, and other job‑related factors).

Benefits

• Eligible for short‑term incentives and a comprehensive benefits package.
• Health, life, voluntary and other benefits and perks that enhance physical, mental, emotional and financial wellbeing.

Equal Opportunity Employer

Magellan Health, Inc. is proud to be an Equal Opportunity Employer and a Tobacco‑free workplace. EOE/M/F/Vet/Disabled. We are committed to providing equal employment opportunities to employees and applicants for employment without regard to race, color, creed, religion, sex, gender identity and expression, sexual orientation, marital status, age, national origin, ancestry, citizenship, physical or mental disability, disabled veteran or veteran of the Vietnam Era status, or any other factors protected by law.