Personal Financial Counselor, PFC - Honolulu, HI

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

Provide personal financial counseling to military service members and their families at assigned installations. Deliver one-on-one counseling, consultations, briefings, presentations, referrals, and age-appropriate workshops across the military lifecycle. Coordinate with installation and branch Points of Contact to ensure the program stays within scope and meets local needs, using virtual counseling tools when authorized. Participate in supervision, training, and quality-improvement activities.

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Magellan Health Services
Magellan Health Services
2 months ago

Personal Financial Counselor, PFC - Honolulu, HI

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Source: Company careers pageValidated by: Fursa AI
Last checked: 7 days agoStatus: Live
Reposted: similar role first listed 5 months ago

Job Summary

Provide personal financial counseling to military service members and their families at assigned installations. Deliver one-on-one counseling, consultations, briefings, presentations, referrals, and age-appropriate workshops across the military lifecycle. Coordinate with installation and branch Points of Contact to ensure the program stays within scope and meets local needs, using virtual counseling tools when authorized. Participate in supervision, training, and quality-improvement activities.
Location: Honolulu
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 at military installations.
  • •Deliver education and counseling including one-on-one counseling, consultations, and conducting briefings, presentations, and referrals.
  • •Assist service members with establishing spending plans for extended absences.
  • •Develop and provide informational financial materials and coordinate Personal Financial Management classes/workshops across the military lifecycle.
  • •Work with installation and military branch Points of Contact, maintain program scope, and participate in supervision, training, and quality-improvement 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 or high school plus 6 years may be considered 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, be bilingual in English and Spanish.
  • •Possess one of: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
Experience:3+ yearsMilitaryFinancial counseling
Education:Bachelor's
Skills:CommunicationCounselingCoordinationPresentationTraining
Licenses:Driver License
Certifications:Accredited Financial Counselor (AFC)Certified Financial Planner (CFP)Chartered Financial Consultant (ChFC)
Languages:EnglishSpanish
Tech Stack:Secure online chatVideo-based communicationsSecure video 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