Personal Financial Counselor – PFC, Assignment Ready Counselor

Magellan Health

Personal Financial Counselor providing financial counseling and management to military service members and families. This role involves developing workshops, virtual counseling, and collaborating with military points of contact.

Posted 5/19/2026part-timeRemote • Maine • 🇺🇸 United StatesMid-LevelSenior💰 $58,440 - $93,500 per yearWebsite

About the role

Key responsibilities & impact

Provide coverage in short-term, surge and on-demand situations for military service members and their families
Offer personal financial counseling and management services
Assist service members in establishing a spending plan
Develop and provide financial materials and workshops
Effectively utilize virtual counseling tools
Manage duty to warn situations according to DoD protocol
Participate in supervision and training

Requirements

What you’ll need

Bachelor's degree required
May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor's degree
May consider applicants with a 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
If required by the contract, must be bilingual in English and Spanish
Be able to obtain a favorably adjudicated Tier 2 investigation
Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

Benefits

Comp & perks

Health insurance
Life insurance
Voluntary benefits
Paid time off
Wellness programs

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial counselingspending plan developmentfinancial managementworkshop developmentvirtual counseling

Soft Skills

communicationtrainingsupervision

Certifications

Accredited Financial Counselor (AFC)Certified Financial Planner (CFP)Chartered Financial Consultant (ChFC)