Personal Financial Counselor; PFC Grand Junction, CO

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

Provide personal financial counseling services to military service members and their families at assigned installations, including one-on-one counseling, consultations, and educational briefings. Develop and distribute financial materials, coordinate and deliver Personal Financial Management classes and workshops across the military lifecycle, and respond to requests for age-appropriate seminars. Use virtual counseling tools when authorized and support DoD “duty to warn” processes while coordinating closely with installation and military branch points of contact.

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Magellan Health Services
Magellan Health Services
1 month ago

Personal Financial Counselor; PFC Grand Junction, CO

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Source: Company careers pageValidated by: Fursa AI
Last checked: 14 days agoStatus: Live
Reposted: similar role first listed 7 months ago

Job Summary

Provide personal financial counseling services to military service members and their families at assigned installations, including one-on-one counseling, consultations, and educational briefings. Develop and distribute financial materials, coordinate and deliver Personal Financial Management classes and workshops across the military lifecycle, and respond to requests for age-appropriate seminars. Use virtual counseling tools when authorized and support DoD “duty to warn” processes while coordinating closely with installation and military branch points of contact.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Legal, Risk & Compliance
Seniority: Mid level

Key Responsibilities

  • •Provide personal financial counseling and management services to service members and their families.
  • •Assist service members with spending plans for extended absences.
  • •Develop and provide informational financial materials for service members and families.
  • •Coordinate, publicize, and deliver Personal Financial Management classes/workshops across the military lifecycle.
  • •Use authorized virtual counseling methods and manage duty-to-warn situations per DoD protocol while 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 (associate degree plus 4 years’ experience, or high school diploma plus 6 years’ experience may be considered in lieu).
  • •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.
  • •Must obtain a favorably adjudicated Tier 2 investigation and pass the OCI process; hold one of: AFC, CFP, or ChFC.
Experience:3+ years
Education:Bachelor's
Skills:CommunicationCounselingSupervisionCoordinationPresentation
Licenses:Driver License
Certifications:AFCCFPChFC
Languages:EnglishSpanish
Tech Stack:Secure online chatVideo-based communicationsSecure video teleconferenceWeb based

Eligibility

Nationality:US National
Security Clearance:Tier 2 investigation

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