Personal Financial Counselor, PFC - Twentynine Palms, CA

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

Provide on-site personal financial counseling to military service members and their families at assigned installations. Deliver one-on-one counseling, consultations with leadership or providers, briefings, and referrals, while coordinating with installation and military branch POCs to keep services within program scope. Assist with spending plans during extended absences, develop and distribute financial materials, and coordinate financial management classes and workshops, including virtual support when authorized.

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Magellan Health Services
Magellan Health Services
2 months ago

Personal Financial Counselor, PFC - Twentynine Palms, CA

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Source: Company careers pageValidated by: Fursa AI
Last checked: 11 days agoStatus: Live
Reposted: similar role first listed 6 months ago

Job Summary

Provide on-site personal financial counseling to military service members and their families at assigned installations. Deliver one-on-one counseling, consultations with leadership or providers, briefings, and referrals, while coordinating with installation and military branch POCs to keep services within program scope. Assist with spending plans during extended absences, develop and distribute financial materials, and coordinate financial management classes and workshops, including virtual support when authorized.
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 to service members and their families at military installations.
  • •Deliver education and counseling services including one-on-one counseling, consultations, briefings/presentations, and referral resources.
  • •Assist service members in establishing a spending plan for extended absences.
  • •Develop and provide informational financial materials and coordinate, publicize, and deliver Personal Financial Management classes/workshops across the military lifecycle.
  • •Manage duty to warn situations per DoD protocol and participate in supervision, in-services/training, quality improvement, and assigned contract activities.

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 or high school diploma plus 6 years in lieu of a bachelor's degree.
  • •3+ years of financial counseling experience.
  • •Must be a U.S. citizen and speak fluent English.
  • •If required by the contract, be bilingual in English and Spanish.
  • •Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
Experience:3+ yearsMilitaryFinancial counseling
Education:Bachelor's
Skills:CommunicationCoordinationCounselingPublic speakingProgram support
Licenses:Driver License
Certifications:Accredited Financial Counselor (AFC)Certified Financial Planner (CFP)Chartered Financial Consultant (ChFC)
Languages:EnglishSpanish
Tech Stack:Secure 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