Personal Financial Counselor, Assignment Ready Counselor, PFC, Grand Junction, CO

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

Provide assignment-ready personal financial counseling to military service members and their families at installations, covering one-on-one counseling, consultations, briefings, workshops, and referral resources. Collaborate with installation and military branch POCs to deliver programs within scope, support spending plans for extended absences, and manage duty-to-warn situations per DoD protocol. Deliver services in-person and, when authorized, via virtual and secure electronic communication modes.

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Magellan Health Services
Magellan Health Services
1 week ago

Personal Financial Counselor, Assignment Ready Counselor, PFC, Grand Junction, CO

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Last checked: 3 hours agoStatus: Live
Reposted: similar role first listed 6 months ago

Job Summary

Provide assignment-ready personal financial counseling to military service members and their families at installations, covering one-on-one counseling, consultations, briefings, workshops, and referral resources. Collaborate with installation and military branch POCs to deliver programs within scope, support spending plans for extended absences, and manage duty-to-warn situations per DoD protocol. Deliver services in-person and, when authorized, via virtual and secure electronic communication modes.
Location: United States
Workplace: Onsite
Employment Type: Part time
Job Function: Legal, Risk & Compliance
Seniority: Mid level

Key Responsibilities

  • •Deliver the full breadth of personal financial counseling services to service members and their families at military installations.
  • •Provide financial education through one-on-one counseling, consultations, briefings/presentations, and referrals outside counseling sessions.
  • •Assist service members in establishing spending plans for extended absences.
  • •Coordinate and provide personal financial management classes/workshops across the military lifecycle and respond to requests for age-appropriate seminars.
  • •Work with installation and military branch POCs, participate in supervision and training, and manage duty to warn situations per DoD protocol.

Pay and Benefits

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

Key Requirements

  • •Bachelor's degree required (associate degree plus 4 years, or high school plus 6 years may be considered in lieu).
  • •3+ years of financial counseling experience.
  • •Must be a U.S. citizen and speak fluent English.
  • •If required by the contract, be bilingual in English and Spanish.
  • •Obtain favorably adjudicated Tier 2 investigation; pass the OCI process and hold one of AFC, CFP, or ChFC.
Experience:3+ years
Education:Bachelor's
Skills:CommunicationCounselingCoordinationPresentation
Licenses:Driver License
Certifications:AFC - Accredited Financial CounselorCFP - Certified Financial PlannerChFC - Chartered Financial Consultant
Languages:EnglishSpanish
Tech Stack:Web basedSecure online chatVideo teleconferenceVirtual counselingSecure 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