Personal Financial Counselor, PFC-Wright-Patterson

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

Job summary

Magellan Federal seeks a Personal Financial Counselor at Wright-Patterson to deliver comprehensive financial counseling to service members and families on military installations.

The role includes education, one-on-one counseling, and conducting DoD‑compliant workshops, with potential virtual counseling options and collaboration with leadership. Requires 3+ years of experience and AFC/CFP/ChFC certification, plus a relevant bachelor’s degree.

Qualifications

• Bachelor's degree is required.
• Minimum 3+ years of financial counseling experience.
• U.S. citizen and fluent in English; bilingual English/Spanish if required by contract.
• One of AFC, CFP, or ChFC certifications is required.
• Driver license required.

Responsibilities

• Provide personal financial counseling and management services to service members and families.
• Help clients establish spending plans for extended absences.
• Develop and distribute informational financial materials and conduct workshops.
• Coordinate and promote Personal Financial Management classes across the installation.
• Utilize virtual counseling via web-based or video platforms.

Skills

Financial counseling

Public speaking

Education & training delivery

Bilingual English/Spanish

Education

Bachelor's degree

Tools

Video conferencing platforms

Job description

This position will provide personal financial services at assigned military installations. 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 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.

Responsibilities

• 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.
• Co‑ordinates, publicises 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.
• Possesses the skills to effectively utilise 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 authorised 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.

Other Job Requirements

• Bachelor's degree required.
• May consider applicants with an associate degree plus 4 years of experience in lieu of a bachelor's degree.
• May consider applicants with a high school diploma plus 6 years of 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 favourably 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).

General Job Information

Title

Personal Financial Counselor, PFC‑Wright‑Patterson

Grade

24

Work Experience - Required

Financial Counseling

Work Experience - Preferred

None

Education - Required

Bachelor’s

Education - Preferred

A combination of education and work experience may be considered.

License and Certifications - Required

• AFC - Accredited Financial Counselor
• CFP - Certified Financial Planner
• ChFC - Chartered Financial Consultant
• DL - Driver License

Salary Range

Salary Minimum: $58,440

Salary Maximum: $93,500

This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Actual pay will be adjusted based on an individual’s skills, experience, education, and other job‑related factors permitted by law.

This position may be eligible for short‑term incentives as well as a comprehensive benefits package. Magellan offers a broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing.

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

Every employee must understand, comply with and attest to the security responsibilities and security controls unique to their position; and comply with all applicable legal, regulatory, and contractual requirements and internal policies and procedures.