Personal Financial Counselor, PFC- Camp Murray, WA

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

Provide personal financial counseling services to military service members and their families at assigned installations, including one-on-one counseling, commander consultations, briefings, workshops, and referrals. Coordinate with installation and military branch points of contact to ensure the program is within scope and meets installation needs. Develop and distribute financial materials, manage duty-to-warn situations per DoD protocol, and support virtual counseling using secure electronic communication methods.

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Magellan Health Services
Magellan Health Services
2 months ago

Personal Financial Counselor, PFC- Camp Murray, WA

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Source: Company careers pageValidated by: Fursa AI
Last checked: 9 days agoStatus: Live
Reposted: similar role first listed 8 months ago

Job Summary

Provide personal financial counseling services to military service members and their families at assigned installations, including one-on-one counseling, commander consultations, briefings, workshops, and referrals. Coordinate with installation and military branch points of contact to ensure the program is within scope and meets installation needs. Develop and distribute financial materials, manage duty-to-warn situations per DoD protocol, and support virtual counseling using secure electronic communication methods.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Legal, Risk & Compliance
Seniority: Mid level

Key Responsibilities

  • •Deliver the full range of personal financial counseling services to service members and families at military installations.
  • •Provide one-on-one counseling and consultation, conduct briefings/presentations, and offer referrals outside counseling sessions.
  • •Assist service members with spending plans for extended absences.
  • •Develop and make available informational financial materials for service members and families.
  • •Coordinate and facilitate personal financial management classes/workshops across the military lifecycle, including virtual counseling when authorized.

Pay and Benefits

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

Key Requirements

  • •Bachelor's degree required; may consider associate degree plus 4 years of experience or 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.
  • •Be able to obtain a favorably adjudicated Tier 2 investigation and pass the OCI process.
  • •Must have one of: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
Experience:3+ years
Education:Bachelor's
Skills:CounselingCommunicationBriefingProgram coordinationSupervision
Licenses:Driver License
Certifications:Accredited Financial Counselor (AFC)Certified Financial Planner (CFP)Chartered Financial Consultant (ChFC)
Languages:EnglishSpanish
Tech Stack:Secure 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