Personal Financial Counselor, Assignment Ready Counselor, PFC-New York

Magellan Health Services
Buffalo
Workplace: OnsitePart timeUSD 58,440 - 93,500Function: Legal, Risk & ComplianceExperience: 3+ yearsEducation: bachelorsSkills: ["Financial counseling","Briefing delivery","Presentations","Coordination","Supervision","Virtual communication"]

Provide personal financial counseling to military service members and their families at installations, including one-on-one counseling, consultations, briefings, presentations, and referrals. Develop and deliver financial education materials and coordinate personal financial management classes and workshops across the military lifecycle. Work with installation and branch points of contact to keep the program within scope and meet installation needs, using virtual counseling methods when authorized, while handling duty-to-warn protocols and supervision requirements.

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Magellan Health Services
Magellan Health Services
2 months ago

Personal Financial Counselor, Assignment Ready Counselor, PFC-New York

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Last checked: 10 hours agoStatus: Live

Job Summary

Provide personal financial counseling to military service members and their families at installations, including one-on-one counseling, consultations, briefings, presentations, and referrals. Develop and deliver financial education materials and coordinate personal financial management classes and workshops across the military lifecycle. Work with installation and branch points of contact to keep the program within scope and meet installation needs, using virtual counseling methods when authorized, while handling duty-to-warn protocols and supervision requirements.
Location: Buffalo
Workplace: Onsite
Employment Type: Part time
Job Function: Legal, Risk & Compliance
Seniority: Mid level

Key Responsibilities

  • •Provide personal financial counseling and management services directly to service members and families at military installations.
  • •Assist service members in establishing spending plans for extended absences.
  • •Develop and make available informational financial materials to service members and families.
  • •Coordinate, publicize, and deliver Personal Financial Management classes/workshops across the military lifecycle, and respond to requests for age-appropriate classes.
  • •Use virtual counseling/electronic communication methods when authorized and manage duty-to-warn situations per DoD protocol, including participating in supervision and training activities.

Pay and Benefits

Salary: USD 58,440 - 93,500

Key Requirements

  • •Bachelor's degree required (associate degree plus 4 years or high school diploma plus 6 years may be considered 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 and pass the OCI process.
  • •Hold an Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC) certification (or equivalent DL license as listed).
Experience:3+ years
Education:Bachelor's
Skills:Financial counselingBriefing deliveryPresentationsCoordinationSupervisionVirtual communication
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