Personal Financial Counselor, PFC-Hurlburt, FL

Magellan Health Services
United States
Workplace: OnsiteFull timeUSD 58,440 - 93,500 annuallyFunction: Legal, Risk & ComplianceExperience: 3+ yearsEducation: bachelorsSkills: ["Communication","Presentation delivery","Supervision participation","Program coordination","Financial counseling"]

Provide personal financial counseling and management services to military service members and their families at assigned installations. Deliver one-on-one counseling, consultations, briefings and presentations, and connect participants to referral resources. Assist with spending plans for extended absences, create and distribute informational financial materials, and coordinate personal financial management classes and workshops across the military lifecycle. Use virtual or electronic counseling methods when authorized and participate in supervision, training, and quality activities.

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Magellan Health Services
Magellan Health Services
4 days ago

Personal Financial Counselor, PFC-Hurlburt, FL

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Source: Company careers pageValidated by: Fursa AI
Last checked: 5 hours agoStatus: Live

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, briefings and presentations, and connect participants to referral resources. Assist with spending plans for extended absences, create and distribute informational financial materials, and coordinate personal financial management classes and workshops across the military lifecycle. Use virtual or electronic counseling methods when authorized and participate in supervision, training, and quality activities.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Legal, Risk & Compliance
Seniority: Mid level

Key Responsibilities

  • •Provide personal financial counseling services to service members and their families at military installations, including one-on-one counseling and consultations.
  • •Assist service members in establishing a spending plan 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.
  • •Manage duty to warn situations per DoD protocol and participate in supervision, training, and quality improvement activities.

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 degree.
  • •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.
  • •Must have an AFC, CFP, or ChFC certification (bilingual English/Spanish may be required by the contract).
Experience:3+ years
Education:Bachelor's
Skills:CommunicationPresentation deliverySupervision participationProgram coordinationFinancial counseling
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 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