Personal Financial Counselor, PFC-Lakenheath, UK

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

Provide personal financial counseling to military service members and their families at assigned installations, delivering one-on-one counseling, briefings, and referrals. Coordinate with installation and military POCs to ensure the program meets installation needs, develop and distribute financial materials, and plan and deliver age-appropriate financial management classes and workshops. Support virtual counseling via secure online and video-based channels where authorized, while maintaining DoD “duty to warn” responsibilities and supervision requirements.

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Magellan Health Services
Magellan Health Services
2 months ago

Personal Financial Counselor, PFC-Lakenheath, UK

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 days agoStatus: Live
Reposted: similar role first listed 7 months ago

Job Summary

Provide personal financial counseling to military service members and their families at assigned installations, delivering one-on-one counseling, briefings, and referrals. Coordinate with installation and military POCs to ensure the program meets installation needs, develop and distribute financial materials, and plan and deliver age-appropriate financial management classes and workshops. Support virtual counseling via secure online and video-based channels where authorized, while maintaining DoD “duty to warn” responsibilities and supervision requirements.
Location: United Kingdom
Workplace: Onsite
Employment Type: Part time
Job Function: Legal, Risk & Compliance
Seniority: Mid level

Key Responsibilities

  • •Deliver the full range of personal financial counseling services to service members and their families at assigned military installations.
  • •Provide one-on-one counseling, consultation, briefings/presentations, and referral resources as part of counseling support.
  • •Coordinate with installation and military branch POCs to ensure the program stays within scope and meets installation needs.
  • •Develop and provide informational financial materials and lead personal financial management classes/workshops across the military lifecycle.
  • •Utilize virtual counseling and electronic communications as authorized, and manage DoD “duty to warn” situations while participating in supervision and training activities.

Pay and Benefits

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

Key Requirements

  • •Bachelor's degree required; may consider an associate degree plus 4 years of experience or a high school diploma plus 6 years of experience in lieu of a bachelor's degree.
  • •3+ years of financial counseling experience.
  • •Must be a U.S. citizen and speak fluent English.
  • •Must be able to obtain a favorably adjudicated Tier 2 investigation and pass OCI disclosures for organizational conflicts of interest.
  • •Hold one of: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
Experience:3+ years
Education:Bachelor's
Skills:CommunicationCounselingCoordinationSupervisionTraining delivery
Certifications:AFCCFPChFC
Languages:EnglishSpanish
Tech Stack:Secure online chatVideo 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