Personal Financial Counselor, Assignment Ready Counselor, PFC, Idaho

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

Provide personal financial counseling and financial management support to military service members and their families at installations, covering short-term and surge needs. Deliver one-on-one counseling, consultations, briefings, and referral resources, and help establish spending plans for extended absences. Coordinate and run Personal Financial Management classes and ensure program scope meets installation needs, including virtual counseling and duty-to-warn protocols.

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Magellan Health Services
Magellan Health Services
4 weeks ago

Personal Financial Counselor, Assignment Ready Counselor, PFC, Idaho

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live
Reposted: similar role first listed 6 months ago

Job Summary

Provide personal financial counseling and financial management support to military service members and their families at installations, covering short-term and surge needs. Deliver one-on-one counseling, consultations, briefings, and referral resources, and help establish spending plans for extended absences. Coordinate and run Personal Financial Management classes and ensure program scope meets installation needs, including virtual counseling and duty-to-warn protocols.
Location: United States
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 their families.
  • •Assist service members in establishing spending plans for extended absences.
  • •Develop and provide informational financial materials to service members and families.
  • •Coordinate, publicize, and deliver Personal Financial Management classes/workshops across the military lifecycle.
  • •Use virtual counseling/electronic communication modes as needed, and manage duty to warn situations per DoD protocol.

Pay and Benefits

Salary: USD 58,440 - 93,500 annually

Key Requirements

  • •Bachelor's degree required (or associate degree plus 4 years’ experience, or high school diploma plus 6 years’ experience in lieu of a bachelor’s).
  • •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.
  • •Obtain favorably adjudicated Tier 2 investigation and pass OCI process; hold one certification: AFC, CFP, or ChFC.
Experience:3+ years
Education:Bachelor's
Skills:CommunicationPresentationCounselingSupervisionCoordination
Licenses:Driver License
Certifications:AFC - Accredited Financial CounselorCFP - Certified Financial PlannerChFC - Chartered Financial Consultant
Languages:EnglishSpanish
Tech Stack:Secure online chatVideo-based communicationsSecure video teleconferenceWeb based communications

Eligibility

Nationality:US National

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