Personal Financial Counselor, Assignment Ready Counselor, PFC, Dallas TX

Magellan Health Services
Dallas
Workplace: OnsitePart timeUSD 58,440 - 93,500Function: Legal, Risk & ComplianceExperience: 3+ yearsEducation: bachelorsSkills: ["Communication","Presentation skills","Counseling"]

Provide personal financial counseling and management to military service members and their families on-site as surge coverage for short-term and on-demand needs. Deliver one-on-one counseling, consultations, briefings, workshops, and age-appropriate classes aligned to military lifecycle topics. Coordinate with installation and military branch points of contact to ensure the program meets scope and needs, including virtual counseling support when authorized. Maintain compliance with DoD processes and participate in supervision and training.

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Magellan Health Services
Magellan Health Services
1 month ago

Personal Financial Counselor, Assignment Ready Counselor, PFC, Dallas TX

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 19 days agoStatus: Live
Reposted: similar role first listed 7 months ago

Job Summary

Provide personal financial counseling and management to military service members and their families on-site as surge coverage for short-term and on-demand needs. Deliver one-on-one counseling, consultations, briefings, workshops, and age-appropriate classes aligned to military lifecycle topics. Coordinate with installation and military branch points of contact to ensure the program meets scope and needs, including virtual counseling support when authorized. Maintain compliance with DoD processes and participate in supervision and training.
Location: Dallas
Workplace: Onsite
Employment Type: Part time
Job Function: Legal, Risk & Compliance
Seniority: Mid level

Key Responsibilities

  • •Provide personal financial counseling and management services directly to service members and families.
  • •Assist service members with establishing 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, including briefings and seminars.
  • •Use virtual counseling and electronic communication methods when authorized; participate in supervision, training, and quality improvement activities.

Pay and Benefits

Salary: USD 58,440 - 93,500

Key Requirements

  • •Bachelor's degree required (associate degree plus 4 years, or high school diploma plus 6 years may be considered in lieu).
  • •3+ years of financial counseling experience.
  • •Must be a U.S. citizen and speak fluent English.
  • •Must be able to obtain a favorably adjudicated Tier 2 investigation and pass the OCI process.
  • •Must have one of the following certifications: AFC, CFP, or ChFC.
Experience:3+ years
Education:Bachelor's
Skills:CommunicationPresentation skillsCounseling
Licenses:DL
Certifications:AFCCFPChFC
Languages:EnglishSpanish
Tech Stack:Video-based communicationsSecure online chatSecure video teleconference

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