Personal Financial Counselor, PFC, Joint Base Langley-Eustis

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

Provide personal financial counseling and management services to service members and their families at military installations. Deliver one-on-one counseling, consultation, briefings, presentations, and referrals, while coordinating with installation and military branch points of contact to ensure the program stays within scope and meets local needs. Develop and share financial education materials and run Personal Financial Management classes and workshops across the military lifecycle, including virtual counseling capabilities when authorized.

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Magellan Health Services
Magellan Health Services
2 months ago

Personal Financial Counselor, PFC, Joint Base Langley-Eustis

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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 personal financial counseling and management services to service members and their families at military installations. Deliver one-on-one counseling, consultation, briefings, presentations, and referrals, while coordinating with installation and military branch points of contact to ensure the program stays within scope and meets local needs. Develop and share financial education materials and run Personal Financial Management classes and workshops across the military lifecycle, including virtual counseling capabilities when authorized.
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 their families.
  • •Deliver the full range of personal financial counseling, including one-on-one sessions, consultations, briefings, presentations, and referrals.
  • •Develop and provide informational financial materials for service members and families.
  • •Coordinate, publicize, and conduct Personal Financial Management classes/workshops across the military lifecycle, including age-appropriate seminars.
  • •Communicate with leadership and participate in regular supervision, in-services, and quality improvement activities; manage duty to warn situations per DoD protocol.

Pay and Benefits

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

Key Requirements

  • •Bachelor's degree required; may consider an associate degree plus 4 years’ experience, or a high school diploma plus 6 years’ experience.
  • •3+ years of financial counseling experience.
  • •Must be a U.S. citizen and speak fluent English.
  • •Must have one of: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
  • •Be able to obtain a favorably adjudicated Tier 2 investigation and pass the OCI process.
Experience:3+ years
Education:Bachelor's
Skills:CommunicationCounselingPresentation deliveryProgram coordinationSupervision collaboration
Licenses:DL - Driver License
Certifications:AFC - Accredited Financial CounselorCFP - Certified Financial PlannerChFC - Chartered Financial Consultant
Languages:EnglishSpanish
Tech Stack:Virtual counselingSecure online chatVideo-based communicationsSecure 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