Personal Financial Counselor, Assignment Ready Counselor, PFC Texas

Magellan Health Services
United States
Workplace: RemotePart timeUSD 58,440 - 93,500Function: Legal, Risk & ComplianceExperience: 3+ yearsEducation: bachelorsSkills: ["Communication","Coordination","Supervision participation","Quality improvement"]

Provide personal financial counseling to military service members and their families at installations, including one-on-one counseling, consultations with leadership or providers, briefings/presentations, and referrals. Support short-term, surge, and on-demand coverage as assignments change, coordinate and deliver financial management classes/workshops across the military lifecycle, and use virtual communication tools while maintaining compliance with DoD protocols and security requirements.

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Magellan Health Services
Magellan Health Services
2 months ago

Personal Financial Counselor, Assignment Ready Counselor, PFC Texas

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live
Reposted: similar role first listed 7 months ago

Job Summary

Provide personal financial counseling to military service members and their families at installations, including one-on-one counseling, consultations with leadership or providers, briefings/presentations, and referrals. Support short-term, surge, and on-demand coverage as assignments change, coordinate and deliver financial management classes/workshops across the military lifecycle, and use virtual communication tools while maintaining compliance with DoD protocols and security requirements.
Location: United States
Workplace: Remote
Employment Type: Part time
Job Function: Legal, Risk & Compliance
Seniority: Mid level

Key Responsibilities

  • •Deliver the full breadth of personal financial counseling services to service members and families at military installations.
  • •Assist service members with establishing spending plans for extended absences and provide related counseling and management services.
  • •Develop and provide informational financial materials to service members and families.
  • •Coordinate and deliver Personal Financial Management classes/workshops across the military lifecycle, including age-appropriate seminars.
  • •Use virtual counseling/electronic communication modes when authorized, manage duty to warn situations per DoD protocol, and participate in supervision/in-services/training.

Pay and Benefits

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

Key Requirements

  • •Bachelor's degree required (may consider associate degree with 4 years' experience or high school diploma with 6 years' experience in lieu of bachelor's).
  • •3+ years of financial counseling experience.
  • •Must be a U.S. citizen and speak fluent English.
  • •Must have one of: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
  • •Obtain a favorably adjudicated Tier 2 investigation and pass the OCI process.
Experience:3+ yearsFinancial counselingMilitaryDoD
Education:Bachelor's
Skills:CommunicationCoordinationSupervision participationQuality improvement
Licenses:Driver License (valid in-state)
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