Personal Financial Counselor, PFC - All Locations

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

Provide comprehensive personal financial counseling to military service members and their families at assigned installations. Deliver one-on-one and group sessions, develop spending plans, create informing materials, and coordinate financial management workshops. Utilize virtual counseling tools as needed and collaborate with installation leadership to ensure program scope meets needs.

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Magellan Health Services
Magellan Health Services
3 months ago

Personal Financial Counselor, PFC - All Locations

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 33 days agoStatus: Live
Reposted: similar role first listed 9 months ago

Job Summary

Provide comprehensive personal financial counseling to military service members and their families at assigned installations. Deliver one-on-one and group sessions, develop spending plans, create informing materials, and coordinate financial management workshops. Utilize virtual counseling tools as needed and collaborate with installation leadership to ensure program scope meets needs.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Legal, Risk & Compliance

Key Responsibilities

  • •Provide personal financial counseling and management services directly to service members and their families.
  • •Assist service members in establishing a spending plan for extended absences.
  • •Develop and distribute informational financial materials to service members and families.
  • •Coordinate, publicize and conduct Personal Financial Management classes/workshops across the military lifecycle.
  • •Utilize virtual counseling or other electronic modes of communication (web, secure chat, video) as needed and per program authorization.

Pay and Benefits

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

Key Requirements

  • •Bachelor's degree required (or combination of education and work experience)
  • •3+ years of financial counseling experience
  • •Must be a U.S. citizen and fluent in English
  • •If required by contract, bilingual in English and Spanish
  • •Must have AFC, CFP, or ChFC certification
Experience:3+ yearsMilitaryFinancial counseling
Education:Bachelor's
Skills:CommunicationPresentationTrainingCoachingEmpathy
Certifications:AFCCFPChFC
Languages:EnglishSpanish
Tech Stack:Video conferencingSecure messagingWeb-basedOnline chat

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