Personal Financial Counselor, Assignment Ready Counselor PFC; SC

Magellan Health Services
United States
Workplace: OnsitePart timeUSD 58,440 - 93,500 annuallyFunction: Legal, Risk & ComplianceExperience: 3+ yearsEducation: bachelorsSkills: ["Counseling","Presenting","Communication","Supervision","Coordination"]

Provide personal financial counseling to military service members and their families at installations, including one-on-one counseling, consultations with commanders or staff, and delivering briefings, presentations, and referrals. Support short-term surge and on-demand needs by covering absent counselors. Coordinate installation POCs to ensure the program meets local needs, manage duty-to-warn situations per DoD protocol, and participate in supervision, training, and quality improvement activities.

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Magellan Health Services
Magellan Health Services
2 months ago

Personal Financial Counselor, Assignment Ready Counselor PFC; SC

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Source: Company careers pageValidated by: Fursa AI
Last checked: 7 days agoStatus: Live

Job Summary

Provide personal financial counseling to military service members and their families at installations, including one-on-one counseling, consultations with commanders or staff, and delivering briefings, presentations, and referrals. Support short-term surge and on-demand needs by covering absent counselors. Coordinate installation POCs to ensure the program meets local needs, manage duty-to-warn situations per DoD protocol, and participate in supervision, training, and quality improvement activities.
Location: United States
Workplace: Onsite
Employment Type: Part time
Job Function: Legal, Risk & Compliance
Seniority: Mid level

Key Responsibilities

  • •Provide the full breadth of personal financial counseling services to service members and their families at military installations.
  • •Assist service members in establishing spending plans for extended absences.
  • •Develop and provide informational financial materials for service members and families.
  • •Coordinate and deliver personal financial management classes/workshops across the military lifecycle topics.
  • •Communicate with installation leadership/POCs, manage duty-to-warn situations per DoD protocol, and participate in supervision and training activities as assigned.

Pay and Benefits

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

Key Requirements

  • •Bachelor's degree required; may consider associate degree plus 4 years or high school diploma plus 6 years in lieu of a bachelor's.
  • •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 favorably adjudicated Tier 2 investigation; pass OCI process; hold AFC, CFP, or ChFC certification.
Experience:3+ yearsFinancial counselingMilitaryMilitary lifecycle
Education:Bachelor's
Skills:CounselingPresentingCommunicationSupervisionCoordination
Licenses:Driver LicenseValid In State
Certifications:Accredited Financial Counselor (AFC)Certified Financial Planner (CFP)Chartered Financial Consultant (ChFC)
Languages:EnglishSpanish
Tech Stack:Web-basedSecure online chatVideo-based communicationsSecure 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