Personal Financial Counselor, PFC - Grand Prairie, Texas

Magellan Health Services
Dallas
Full timeUSD 58,440 - 93,500 annuallyFunction: Legal, Risk & ComplianceExperience: 3+ yearsEducation: bachelorsSkills: ["Communication","Counseling","Presentation delivery","Cross-functional collaboration","Supervision"]

Provide personal financial counseling and management services to military service members and their families at assigned installations. Deliver one-on-one counseling, consultations, and briefings, and develop and distribute informational financial materials. Coordinate and lead Personal Financial Management classes/workshops across the military lifecycle, respond to requests for age-appropriate seminars, and use virtual/electronic counseling methods when authorized. Work with installation and military Points of Contact and manage DoD duty-to-warn processes.

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Magellan Health Services
Magellan Health Services
1 week ago

Personal Financial Counselor, PFC - Grand Prairie, Texas

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

Job Summary

Provide personal financial counseling and management services to military service members and their families at assigned installations. Deliver one-on-one counseling, consultations, and briefings, and develop and distribute informational financial materials. Coordinate and lead Personal Financial Management classes/workshops across the military lifecycle, respond to requests for age-appropriate seminars, and use virtual/electronic counseling methods when authorized. Work with installation and military Points of Contact and manage DoD duty-to-warn processes.
Location: Dallas
Employment Type: Full 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 make available informational financial materials for service members and families.
  • •Coordinate, publicize, and provide Personal Financial Management classes/workshops across the military lifecycle.
  • •Use virtual counseling/electronic communication methods when authorized and manage duty-to-warn situations per DoD protocol.

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.
  • •If required by the contract, must be bilingual in English and Spanish.
  • •Obtain/hold one of: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
Experience:3+ years
Education:Bachelor's
Skills:CommunicationCounselingPresentation deliveryCross-functional collaborationSupervision
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 investigation

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