Personal Financial Counselor, Assignment Ready Counselor, PFC, Jacksonville, Florida

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

Provide personal financial counseling to military service members and their families at installations, including one-on-one guidance, briefings, consultations with leadership or providers, and referrals outside counseling sessions. Support short-term, surge, and on-demand coverage for absent counselors and coordinate with installation and military branch POCs to ensure the program meets installation needs. Deliver age-appropriate classes and manage duty-to-warn situations while using virtual and secure electronic counseling tools when authorized.

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Magellan Health Services
Magellan Health Services
2 days ago

Personal Financial Counselor, Assignment Ready Counselor, PFC, Jacksonville, Florida

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Last checked: 16 hours agoStatus: Live
Reposted: similar role first listed 3 months ago

Job Summary

Provide personal financial counseling to military service members and their families at installations, including one-on-one guidance, briefings, consultations with leadership or providers, and referrals outside counseling sessions. Support short-term, surge, and on-demand coverage for absent counselors and coordinate with installation and military branch POCs to ensure the program meets installation needs. Deliver age-appropriate classes and manage duty-to-warn situations while using virtual and secure electronic counseling tools when authorized.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Legal, Risk & Compliance
Seniority: Mid level

Key Responsibilities

  • •Provide full-scope personal financial counseling and management services to service members and families.
  • •Assist service members in establishing spending plans for extended absences.
  • •Develop and provide informational financial materials for service members and families.
  • •Coordinate, publicize, and deliver Personal Financial Management classes/workshops across the military lifecycle.
  • •Provide virtual counseling via secure electronic modes 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 (may consider associate plus 4 years or high school diploma plus 6 years in lieu of a bachelor's).
  • •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.
  • •Must have AFC, CFP, or ChFC certification.
Experience:3+ years
Education:Bachelor's
Skills:CounselingCommunicationBriefingCollaborationSupervision
Licenses:Driver License (valid in state)
Certifications:Accredited Financial Counselor (AFC)Certified Financial Planner (CFP)Chartered Financial Consultant (ChFC)
Languages:EnglishSpanish
Tech Stack:Virtual counselingSecure online chatVideo teleconference

Eligibility

Security Clearance:Tier 2 investigation

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