Personal Financial Counselor II, Assignment Ready Counselor, PFC

3 days ago


Clarksville, Tennessee, United States Magellan Health Full time
Job Summary

We are seeking a highly skilled Personal Financial Counselor II, Assignment Ready Counselor, PFC to join our team at Magellan Health. As a key member of our financial services team, you will provide expert guidance and support to military service members and their families, helping them navigate complex financial situations and achieve financial stability.

Key Responsibilities
  • Financial Counseling and Management: Provide one-on-one counseling and consultation services to military service members and their families, addressing financial services such as budgeting, saving, and debt management.
  • Financial Education and Training: Develop and deliver financial education programs, workshops, and presentations to service members and their families, covering topics such as financial planning, credit management, and investment strategies.
  • Program Coordination and Promotion: Coordinate and promote financial education programs and services, working closely with installation and military branch Points of Contact (POC) to ensure program success and meet the needs of the installation.
  • Virtual Counseling and Support: Provide virtual counseling and support services, utilizing secure online chat, video-based communications, and secure video teleconference platforms to reach service members and their families remotely.
  • Duty to Warn Situations: Manage duty to warn situations according to Department of Defense (DoD) protocol, ensuring the safety and well-being of service members and their families.
  • Leadership and Supervision: 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.
  • Professional Development: Participate in regular in-services/training, quality improvement committees, and other contract activities as assigned/appropriate, staying up-to-date on the latest financial services trends and best practices.
Requirements
  • Education: Bachelor's degree required; may consider applicants with an associate degree plus 4 years' experience in lieu of bachelor's degree, or a high school diploma plus 6 years' experience in lieu of a bachelor's degree.
  • Experience: 3+ years of financial counseling experience; must be a U.S. citizen and speak fluent English; may be required to be bilingual in English and Spanish.
  • Certifications: Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
  • Security Clearance: Must be able to obtain a favorably adjudicated Tier 2 investigation.
What We Offer

As a Personal Financial Counselor II, Assignment Ready Counselor, PFC at Magellan Health, you will have the opportunity to work with a dynamic team of financial services professionals, providing expert guidance and support to military service members and their families. We offer a comprehensive benefits package, including health, life, and voluntary benefits, as well as opportunities for professional development and growth.

Magellan Health is an Equal Opportunity Employer and a Tobacco-free workplace. EOE/M/F/Vet/Disabled.



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