Personal Financial Counselor, PFC - Indianapolis, IN.

Magellan Health Services
Indianapolis
Workplace: OnsiteFull timeUSD 58,440 - 93,500 annuallyFunction: Legal, Risk & ComplianceExperience: 3+ yearsEducation: bachelorsSkills: ["Counseling","Communication","Coordination","Supervision","Quality improvement"]

Provide personal financial services to military service members and their families at assigned installations. Deliver one-on-one financial counseling, consultations, referrals, and financial briefings, while coordinating with installation and military branch points of contact to ensure the program meets installation needs. Assist with spending plans during extended absences, develop and distribute financial materials, and coordinate personal financial management classes and workshops, including virtual counseling and required compliance processes.

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Magellan Health Services
Magellan Health Services
1 month ago

Personal Financial Counselor, PFC - Indianapolis, IN.

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Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live
Reposted: similar role first listed 8 months ago

Job Summary

Provide personal financial services to military service members and their families at assigned installations. Deliver one-on-one financial counseling, consultations, referrals, and financial briefings, while coordinating with installation and military branch points of contact to ensure the program meets installation needs. Assist with spending plans during extended absences, develop and distribute financial materials, and coordinate personal financial management classes and workshops, including virtual counseling and required compliance processes.
Location: Indianapolis
Workplace: Onsite
Employment Type: Full time
Job Function: Legal, Risk & Compliance
Seniority: Mid level

Key Responsibilities

  • •Provide one-on-one personal financial counseling and management services to service members and their families at military installations.
  • •Deliver consultations, referrals, and financial education via briefings/presentations and installation-appropriate programs.
  • •Assist service members with establishing spending plans for extended absences.
  • •Develop and provide informational financial materials, and coordinate and publicize personal financial management classes/workshops across the military lifecycle.
  • •Support program compliance by managing duty-to-warn situations, communicating with leadership, participating in supervision/in-services, and enabling virtual counseling when authorized.

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 diploma plus 6 years may be considered in lieu).
  • •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 complete OCI disclosures.
  • •Hold one of these certifications: AFC, CFP, or ChFC (and be bilingual English/Spanish if required by the contract).
Experience:3+ yearsFinancial counseling
Education:Bachelor's in Bachelor's
Skills:CounselingCommunicationCoordinationSupervisionQuality improvement
Licenses:Driver License
Certifications:Accredited Financial Counselor (AFC)Certified Financial Planner (CFP)Chartered Financial Consultant (ChFC)
Languages:EnglishSpanish
Tech Stack:Web-basedSecure 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