Personal Financial Counselor, PFC-Army National Guard-Farmingdale, NY

Magellan Health Services
United States
Workplace: OnsiteFull timeUSD 64,285 - 102,855Function: Legal, Risk & ComplianceExperience: 5+ yearsEducation: bachelorsSkills: ["Communication","Counseling","Training facilitation","Supervision","Program coordination"]

Provide personal financial counseling services to military service members and their families at assigned Army National Guard installations. Deliver one-on-one counseling, consult with commanders or staff as needed, and conduct briefings, presentations, and referrals. Develop and share financial information, coordinate and run Personal Financial Management classes/workshops across the military lifecycle, and support virtual/electronic counseling within program guidelines while reporting trends and participating in training and quality activities.

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Magellan Health Services
Magellan Health Services
1 month ago

Personal Financial Counselor, PFC-Army National Guard-Farmingdale, NY

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 13 days agoStatus: Live
Reposted: similar role first listed 7 months ago

Job Summary

Provide personal financial counseling services to military service members and their families at assigned Army National Guard installations. Deliver one-on-one counseling, consult with commanders or staff as needed, and conduct briefings, presentations, and referrals. Develop and share financial information, coordinate and run Personal Financial Management classes/workshops across the military lifecycle, and support virtual/electronic counseling within program guidelines while reporting trends and participating in training and quality activities.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Legal, Risk & Compliance
Seniority: Mid level

Key Responsibilities

  • •Provide personal financial counseling and management services directly to service members and their families.
  • •Assist service members with spending plans for extended absences and provide one-on-one counseling and consultations with leadership or other providers.
  • •Develop and provide informational financial materials for service members and families.
  • •Coordinate, publicize, and provide Personal Financial Management classes/workshops across the military lifecycle, including pre- and post-deployment topics.
  • •Use virtual counseling and electronic communication methods as appropriate, manage duty to warn per DoD protocol, and participate in supervision, training, and quality improvement activities.

Pay and Benefits

Salary: USD 64,285 - 102,855
Perks:Health InsuranceLife Insurance

Key Requirements

  • •Bachelor's degree required.
  • •5+ 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 pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
  • •Hold one of: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
Experience:5+ years
Education:Bachelor's
Skills:CommunicationCounselingTraining facilitationSupervisionProgram coordination
Licenses:DL - Driver License
Certifications:AFC - Accredited Financial CounselorCFP - Certified Financial PlannerChFC - Chartered Financial Consultant
Languages:EnglishSpanish

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