Personal Financial Counselor, PFC-Richmond, VA - Army National Guard

Magellan Health Services
Anywhere
Full timeUSD 58,440 - 93,500 annuallyFunction: Legal, Risk & ComplianceExperience: 3+ yearsEducation: bachelorsSkills: []

Provide personal financial counseling services to military service members and their families at assigned installations. Deliver one-on-one counseling, briefings, workshops, and referral resources, and assist with creating spending plans for extended absences. Coordinate with installation and military branch points of contact to ensure the program meets installation needs, use virtual/electronic counseling as authorized, and support DoD duty-to-warn and ongoing supervision, training, and quality activities.

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Magellan Health Services
Magellan Health Services
1 day ago

Personal Financial Counselor, PFC-Richmond, VA - Army National Guard

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Last checked: 1 hour agoStatus: Live
Reposted: similar role first listed 5 days ago

Job Summary

Provide personal financial counseling services to military service members and their families at assigned installations. Deliver one-on-one counseling, briefings, workshops, and referral resources, and assist with creating spending plans for extended absences. Coordinate with installation and military branch points of contact to ensure the program meets installation needs, use virtual/electronic counseling as authorized, and support DoD duty-to-warn and ongoing supervision, training, and quality activities.
Location: Anywhere
Employment Type: Full time
Job Function: Legal, Risk & Compliance
Seniority: Mid level

Key Responsibilities

  • •Deliver personal financial counseling and management services to service members and their families at military installations.
  • •Provide education and counseling (including one-on-one counseling, commander/provider consultation, briefings/presentations, and referral resources).
  • •Assist service members in establishing spending plans for extended absences.
  • •Develop and provide informational financial materials, and coordinate/publish personal financial management classes and workshops across the military lifecycle.
  • •Use virtual counseling or other electronic communication modes as authorized, manage duty to warn per DoD protocol, and participate in supervision, training, and quality 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' experience or high school diploma plus 6 years' experience in lieu of a bachelor's degree.
  • •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.
  • •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
Licenses:Driver License
Certifications:Accredited Financial Counselor (AFC)Certified Financial Planner (CFP)Chartered Financial Consultant (ChFC)
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