Personal Financial Counselor, Assignment Ready Counselor, PFC, Michigan

Magellan Health Services
United States
Workplace: OnsitePart timeUSD 58,440 - 93,500Function: Legal, Risk & ComplianceExperience: 3+ yearsEducation: bachelorsSkills: []

Provide personal financial counseling to U.S. military service members and their families at installations, stepping in for short-term and surge coverage needs. Deliver one-on-one counseling, consultations, briefings, and referral resources, and help clients establish spending plans for extended absences. Develop and distribute financial education materials, coordinate Personal Financial Management classes and workshops across the military lifecycle, and collaborate with installation points of contact to ensure program scope and needs are met.

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Magellan Health Services
Magellan Health Services
4 days ago

Personal Financial Counselor, Assignment Ready Counselor, PFC, Michigan

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Source: Company careers pageValidated by: Fursa AI
Last checked: 6 hours agoStatus: Live

Job Summary

Provide personal financial counseling to U.S. military service members and their families at installations, stepping in for short-term and surge coverage needs. Deliver one-on-one counseling, consultations, briefings, and referral resources, and help clients establish spending plans for extended absences. Develop and distribute financial education materials, coordinate Personal Financial Management classes and workshops across the military lifecycle, and collaborate with installation points of contact to ensure program scope and needs are met.
Location: United States
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 their families.
  • •Assist service members in establishing spending plans for extended absences.
  • •Develop and provide informational financial materials to service members and families.
  • •Coordinate and deliver Personal Financial Management classes/workshops across the military lifecycle (e.g., pre-/post-deployment and duty station arrivals).
  • •Use virtual or electronic counseling tools when applicable, manage DoD duty-to-warn situations, and participate in supervision and training.

Pay and Benefits

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

Key Requirements

  • •Bachelor's degree required (may consider associate degree plus 4 years' experience or high school diploma plus 6 years' experience in lieu of a bachelor's).
  • •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.
  • •Hold one of: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
Experience:3+ years
Education:Bachelor's
Licenses:DL - Driver License - Valid In State
Certifications:AFC - Accredited Financial CounselorCFP - Certified Financial PlannerChFC - Chartered Financial Consultant
Languages:EnglishSpanish

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