Personal Financial Counselor I, PFC

4 weeks ago


Fort Thomas, Kentucky, United States Magellan Health Full time
Job Summary

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.
Requirements
  • 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.
Benefits

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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