Personal Financial Counselor Trainee , PFC

Magellan Health Services
United States
Part timeFunction: Legal, Risk & ComplianceSkills: ["Communication","Empathy","Problem-solving","Teamwork"]

The Personal Financial Counselor Trainee supports clients in the United States by learning to assess financial situations, develop actionable plans, and provide guidance under supervision. You’ll participate in training, gain knowledge of budgeting, debt management, and savings strategies, and help clients build financial skills while contributing to a collaborative care team.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Magellan Health Services
Magellan Health Services
3 months ago

Personal Financial Counselor Trainee , PFC

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 21 days agoStatus: Live
Reposted: similar role first listed 8 months ago

Job Summary

The Personal Financial Counselor Trainee supports clients in the United States by learning to assess financial situations, develop actionable plans, and provide guidance under supervision. You’ll participate in training, gain knowledge of budgeting, debt management, and savings strategies, and help clients build financial skills while contributing to a collaborative care team.
Location: United States
Employment Type: Part time
Job Function: Legal, Risk & Compliance
Seniority: Entry level

Key Responsibilities

  • •Assist clients in understanding their financial situations and help them develop personalized action plans under supervision.
  • •Learn to assess needs, set realistic goals, and track progress toward financial objectives.
  • •Maintain accurate client records, document interactions, and ensure compliance with organizational standards.
  • •Collaborate with counselors and team members to coordinate care and share best practices.
  • •Participate in ongoing training and development to strengthen counseling skills and financial literacy knowledge.

Key Requirements

  • •Interest in helping clients improve financial literacy and stability
  • •Willingness to learn counseling methodologies and regulatory requirements
  • •Strong communication and interpersonal skills, with empathy and patience
  • •Ability to work as part of a team and follow guidance from supervisors
  • •Basic computer skills and comfort with data entry and case documentation
Skills:CommunicationEmpathyProblem-solvingTeamwork
Languages:English
Tech Stack:Microsoft ExcelCustomer relationship management (CRM)

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