Personal Financial Counselor, PFC, Newburgh, NY

Magellan Health Services
United States
Full timeUSD 58,440 - 93,500 annuallyFunction: Legal, Risk & ComplianceExperience: 3+ yearsEducation: bachelorsSkills: ["Communication","Presentation skills"]

Provide personal financial counseling to military service members and their families at assigned installations. Deliver one-on-one counseling, briefings, presentations, referrals, and financial management classes across the military lifecycle, including pre- and post-deployment topics. Coordinate with installation and military branch points of contact to ensure program scope and responsiveness, manage duty-to-warn situations, and use virtual counseling tools when authorized. Participate in supervision, training, and quality activities.

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Magellan Health Services
Magellan Health Services
2 months ago

Personal Financial Counselor, PFC, Newburgh, NY

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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 to military service members and their families at assigned installations. Deliver one-on-one counseling, briefings, presentations, referrals, and financial management classes across the military lifecycle, including pre- and post-deployment topics. Coordinate with installation and military branch points of contact to ensure program scope and responsiveness, manage duty-to-warn situations, and use virtual counseling tools when authorized. Participate in supervision, training, and quality activities.
Location: United States
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 assigned military installations.
  • •Deliver financial education through one-on-one counseling, consultation, briefings/presentations, and referral resources.
  • •Coordinate and deliver Personal Financial Management classes/workshops across the military lifecycle, including pre- and post-deployment topics.
  • •Work with installation and military branch points of contact to ensure the program is within scope and meets installation needs.
  • •Manage duty to warn situations, participate in supervision and training, and share trends/issues with leadership.

Pay and Benefits

Salary: USD 58,440 - 93,500 annually

Key Requirements

  • •Bachelor's degree required.
  • •3+ years of financial counseling experience.
  • •Must be a U.S. citizen and speak fluent English.
  • •Be able to obtain a favorably adjudicated Tier 2 investigation and pass the OCI process.
  • •Must have an eligible certification: AFC, CFP, or ChFC.
Experience:3+ yearsFinancial counseling
Education:Bachelor's
Skills:CommunicationPresentation skills
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