Personal Financial Counselor, PFC-Aberdeen Proving Ground, MD

Magellan Health Services
United States
Workplace: OnsiteFull timeUSD 58,440 - 93,500Function: Legal, Risk & ComplianceExperience: 3+ yearsEducation: bachelorsSkills: ["Communication","Counseling","Presentation skills","Program coordination","Adaptability"]

Provide comprehensive personal financial counseling to service members and their families at military installations. Deliver one-on-one counseling, referrals, and briefings, and coordinate personal financial management classes and workshops across the military lifecycle. Work closely with installation and military Points of Contact to ensure the program meets installation needs. Support virtual counseling methods, manage duty-to-warn situations per DoD protocol, and participate in supervision and training activities.

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Magellan Health Services
Magellan Health Services
2 months ago

Personal Financial Counselor, PFC-Aberdeen Proving Ground, MD

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live
Reposted: similar role first listed 7 months ago

Job Summary

Provide comprehensive personal financial counseling to service members and their families at military installations. Deliver one-on-one counseling, referrals, and briefings, and coordinate personal financial management classes and workshops across the military lifecycle. Work closely with installation and military Points of Contact to ensure the program meets installation needs. Support virtual counseling methods, manage duty-to-warn situations per DoD protocol, and participate in supervision and training activities.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Legal, Risk & Compliance
Seniority: Mid level

Key Responsibilities

  • •Provide personal financial services at assigned military installations to service members and families.
  • •Deliver one-on-one counseling, consultations, briefings/presentations, and referral resources outside counseling sessions.
  • •Assist service members in establishing spending plans for extended absences.
  • •Develop and provide informational financial materials and coordinate personal financial management classes/workshops across the military lifecycle.
  • •Use virtual counseling/electronic communication modes when authorized, 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
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 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.
  • •Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
Experience:3+ years
Education:Bachelor's in Bachelor's
Skills:CommunicationCounselingPresentation skillsProgram coordinationAdaptability
Licenses:Driver License
Certifications:AFCCFPChFC
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