Personal Financial Counselor, PFC- Austin, TX

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

Provide personal financial counseling services to military service members and their families at assigned installations. Deliver one-on-one counseling, briefings, consultations, and referrals, develop and share financial education materials, and coordinate personal financial management classes across the military lifecycle. Work with installation and military branch points of contact, manage DoD “duty to warn” situations, and participate in supervision, in-services, and quality improvement activities.

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Magellan Health Services
Magellan Health Services
1 week ago

Personal Financial Counselor, PFC- Austin, TX

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Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours 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 installations. Deliver one-on-one counseling, briefings, consultations, and referrals, develop and share financial education materials, and coordinate personal financial management classes across the military lifecycle. Work with installation and military branch points of contact, manage DoD “duty to warn” situations, and participate in supervision, in-services, and quality improvement activities.
Location: Austin
Workplace: Onsite
Employment Type: Full time
Job Function: Legal, Risk & Compliance
Seniority: Mid level

Key Responsibilities

  • •Provide full personal financial counseling services to service members and families at assigned military installations.
  • •Deliver one-on-one counseling, consultations, briefings/presentations, and referral resources.
  • •Establish spending plans for extended absences.
  • •Develop and make available informational financial materials and coordinate financial management classes/workshops across the military lifecycle.
  • •Work with installation and military branch points of contact, manage duty-to-warn situations, and participate in supervision and in-services/training.

Pay and Benefits

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

Key Requirements

  • •Bachelor's degree required; may consider associate degree plus 4 years' experience or high school diploma plus 6 years' experience in lieu of a bachelor's degree.
  • •3+ years of financial counseling experience.
  • •Must be a U.S. citizen and speak fluent English.
  • •Must have one of: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
  • •Be able to obtain a favorably adjudicated Tier 2 investigation; must pass required OCI disclosures.
Experience:3+ yearsFinancial counselingMilitary services
Education:Bachelor's
Skills:CounselingCommunicationPresentationCoordinationSupervision
Licenses:DL - Driver LicenseValid In State
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