Personal Financial Counselor, PFC,- Annville PA

Magellan Health Services
United States
Workplace: OnsiteFull timeUSD 58,440 - 93,500 annuallyFunction: Legal, Risk & ComplianceExperience: 3+ yearsEducation: bachelorsSkills: []

Provide personal financial counseling and management services to U.S. military service members and their families at assigned installations. Deliver one-on-one counseling, briefings, and workshops covering topics across the military lifecycle, and coordinate with installation and military branch points of contact to ensure the program meets local needs. Support virtual counseling and manage required compliance activities, including duty-to-warn processes and regular supervision, training, and quality improvement efforts.

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Magellan Health Services
Magellan Health Services
2 months ago

Personal Financial Counselor, PFC,- Annville PA

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 days agoStatus: Live
Reposted: similar role first listed 6 months ago

Job Summary

Provide personal financial counseling and management services to U.S. military service members and their families at assigned installations. Deliver one-on-one counseling, briefings, and workshops covering topics across the military lifecycle, and coordinate with installation and military branch points of contact to ensure the program meets local needs. Support virtual counseling and manage required compliance activities, including duty-to-warn processes and regular supervision, training, and quality improvement efforts.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Legal, Risk & Compliance
Seniority: Mid level

Key Responsibilities

  • •Provide personal financial counseling services to service members and their families at military installations.
  • •Deliver one-on-one counseling and consultations, including briefings, presentations, and referral resources.
  • •Coordinate with installation and military branch points of contact to ensure the program is within scope and meets installation needs.
  • •Develop and provide informational financial materials and conduct financial management classes/workshops across the military lifecycle.
  • •Use and support virtual counseling/electronic communication modes as authorized, while managing duty-to-warn and participating in supervision and training activities.

Pay and Benefits

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

Key Requirements

  • •Bachelor's degree required; may consider associate's plus 4 years or high school diploma plus 6 years in lieu of a bachelor's.
  • •3+ years of financial counseling experience.
  • •Must be a U.S. citizen and speak fluent English.
  • •Obtain favorably adjudicated Tier 2 investigation.
  • •Hold one of: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
Experience:3+ years
Education:Bachelor's
Licenses:Driver License
Certifications:Accredited Financial Counselor (AFC)Certified Financial Planner (CFP)Chartered Financial Consultant (ChFC)
Languages:EnglishSpanish
Tech Stack:Virtual counselingSecure online chatVideo teleconferenceWeb based

Eligibility

Nationality:US National
Security Clearance:Tier 2

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