Personal Financial Counselor, PFC

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Magellan Health

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

🏥 Healthcare

⚕️ Healthcare Insurance

💰 $101M Private Equity Round - Magellan Health Services on 2004-01

Healthcare • Healthcare Insurance

Magellan Health is a healthcare organization focused on behavioral health and care-management services. The company provides clinical care managers, military and family life counselors, and behavioral health services across regional programs (e. g. , Magellan Hawai‘i, Magellan of New Mexico), and supports treatment coordination for mental health and substance abuse conditions. It also offers programs that support military families and other institutional clients, indicating work in managed behavioral health and care coordination.

📋 Description

• 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. • Respond to requests for age-appropriate classes or seminars. • Possess the skills to effectively 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 individual and group supervision. • Participate in regular in-services/training, quality improvement committees or other contract activities as assigned/appropriate.

🎯 Requirements

• 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

• Health insurance • Comprehensive benefits package • Short-term incentives