Personal Financial Counselor, Assignment Ready Counselor, PFC

Magellan Health

Personal Financial Counselor providing financial counseling and management services to military members and families. Working with military installations to deliver financial education and support programs.

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

About the role

Key responsibilities & impact

Provide personal financial counseling and management services directly to service members and their families
Assist service members in establishing a spending plan for extended absences
Develop and make available informational financial materials to service members and families
Coordinate, publicize and provide a wide variety of Personal Financial Management classes/workshops
Utilize virtual counseling or other electronic modes of communication
Manage duty to warn situations according to Department of Defense (DoD) protocol
Communicate with leadership and participate in regular supervision

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
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
Must 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, life, and voluntary insurance
Comprehensive benefits package

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial counselingspending plan developmentfinancial managementworkshop coordinationvirtual counselingcommunication

Soft Skills

interpersonal skillsleadershiporganizational skillspublic speaking

Certifications

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