Personal Financial Counselor, PFC

Magellan Health

. Provide coverage in short-term, surge and on-demand situations resulting from the Military needs such as a post-deployment event or to cover an existing assignment for counselors who are absent.

Posted 5/19/2026part-timeRemote • 🇺🇸 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 resulting from the Military needs such as a post-deployment event or to cover an existing assignment for counselors who are absent.
Provide full breadth of personal financial counseling services to military service members and their families at military installations.
Include one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session.
Work closely with the installation and military branch Points of Contact (POC) to assure that the program is provided within scope and meets the needs of the installation.
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, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events.
Respond to requests for age-appropriate classes or seminars.
Possess the skills to effectively utilize virtual counseling or other electronic modes of communication, such as web-based, secure online chat, or video-based communications and secure video teleconference sponsored by the customer.
Manage duty to warn situations according to Department of Defense (DoD) protocol.
Communicate with leadership and participate in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned.
Participate in regular in-services/training, quality improvement committees or other contract activities as assigned/appropriate.

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 be able to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process
Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

Benefits

Comp & perks

Magellan offers a broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial well-being.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial counselingspending plan developmentpresentation skillsvirtual counselingweb-based communicationvideo teleconferencingclass coordinationworkshop facilitationquality improvementconflict of interest management

Soft Skills

communicationinterpersonal skillsorganizational skillsleadershipteam collaborationproblem-solvingadaptabilitycultural sensitivitysupervisiontraining

Certifications

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