Personal Financial Counselor, PFC-Fort Lee, VA

Magellan Health Services
Anywhere
Workplace: OnsiteFull timeUSD 58,440 - 93,500 annuallyFunction: Legal, Risk & ComplianceExperience: 3+ yearsEducation: bachelorsSkills: ["Communication","Supervision","Program coordination","Information sharing"]

Provide personal financial counseling to military service members and their families at assigned installations. Deliver one-on-one and consultation services, conduct briefings, presentations, and referrals, and develop and share financial education materials. Coordinate and deliver personal financial management classes and respond to requests for age-appropriate seminars across the military lifecycle. Use virtual/secure electronic counseling when authorized, and support program scope and installation needs through supervision, training, and quality activities.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Magellan Health Services
Magellan Health Services
2 months ago

Personal Financial Counselor, PFC-Fort Lee, VA

âś“ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 20 hours agoStatus: Live
Reposted: similar role first listed 4 days ago

Job Summary

Provide personal financial counseling to military service members and their families at assigned installations. Deliver one-on-one and consultation services, conduct briefings, presentations, and referrals, and develop and share financial education materials. Coordinate and deliver personal financial management classes and respond to requests for age-appropriate seminars across the military lifecycle. Use virtual/secure electronic counseling when authorized, and support program scope and installation needs through supervision, training, and quality activities.
Location: Anywhere
Workplace: Onsite
Employment Type: Full time
Job Function: Legal, Risk & Compliance
Seniority: Mid level

Key Responsibilities

  • •Provide full-scope personal financial counseling services to service members and their families at military installations.
  • •Assist with establishing spending plans for extended absences.
  • •Develop and make available informational financial materials for service members and families.
  • •Coordinate, publicize, and deliver Personal Financial Management classes/workshops across the military lifecycle.
  • •Use virtual counseling or other electronic communication modes when authorized and manage duty-to-warn situations per DoD protocol.

Pay and Benefits

Salary: USD 58,440 - 93,500 annually
Perks:Health InsuranceLife Insurance

Key Requirements

  • •Bachelor's degree required; may consider associate degree plus 4 years’ experience or 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; bilingual in English and Spanish if required by the contract.
  • •Must be able to obtain a favorably adjudicated Tier 2 investigation.
  • •Must have one of: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
Experience:3+ years
Education:Bachelor's
Skills:CommunicationSupervisionProgram coordinationInformation sharing
Certifications:AFCCFPChFC
Languages:EnglishSpanish
Tech Stack:Web-based counselingSecure online chatVideo-based communicationsSecure video teleconference

Eligibility

Nationality:US National

Company Brief

Magellan Health Services
Provides managed behavioral health, specialty healthcare, pharmacy management, and population health services to health plans, employers, and government agencies, focusing on improving outcomes and reducing costs through integrated care solutions.
Industry: HealthTech
Company Size: Enterprise (1,001+ employees)
Growth: Established Company
Funding: IPO / Publicly Listed
Headquarters: Scottsdale, United States
Founded: 1969
WebsiteLinkedIn