Personal Financial Counselor I, PFC
4 weeks ago
We are seeking a highly skilled Personal Financial Counselor I, PFC to join our team at Magellan Health. As a key member of our team, you will provide expert financial guidance and support to military service members and their families.
Key Responsibilities- Provide comprehensive financial counseling and management services to service members and their families.
- Assist service members in creating a personalized spending plan for extended absences.
- Develop and disseminate educational financial materials to service members and families.
- Coordinate and deliver a range of Personal Financial Management classes and workshops, addressing topics across the military lifecycle.
- Respond to requests for age-appropriate classes or seminars.
- Utilize virtual counseling and electronic communication modes, such as secure online chat and video-based communications.
- Manage duty to warn situations according to Department of Defense protocol.
- Communicate with leadership and participate in regular supervision and training.
- Bachelor's degree required.
- Must be a U.S. citizen and speak fluent English.
- May be required to work outside of traditional office hours.
- Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
- Must have over a thousand hours of financial counseling experience.
This position may be eligible for short-term incentives and a comprehensive benefits package, including health, life, and voluntary benefits. Magellan Health is an Equal Opportunity Employer and a Tobacco-free workplace.
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