Personal Financial Counselor, PFC

🔥 4 minutes ago

🇺🇸 United States – Remote

💵 $58.4k - $93.5k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🛋️ Counselor

👻 Ghost score 0%

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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 to military service members and their families • Assist service members in establishing spending plans for extended absences • Develop and provide informational financial materials • Coordinate, publicize, and deliver Personal Financial Management classes and workshops across the military lifecycle • Respond to requests for age-appropriate classes or seminars • Provide virtual counseling through web-based, secure online chat, video communication, or secure video teleconference when authorized • Manage duty-to-warn situations according to Department of Defense protocol • Communicate with leadership and participate in individual and group supervision • Share trends and issues affecting assigned military installations • Participate in in-service training, quality improvement committees, and other contract activities • Perform other duties as assigned

🎯 Requirements

• Bachelor's degree required; an associate degree plus 4 years' experience may be considered in lieu of a bachelor's degree • A high school diploma plus 6 years' experience may be considered in lieu of a bachelor's degree • 3+ years of financial counseling experience • Must be a U.S. citizen • Must speak fluent English • Must be bilingual in English and Spanish if required by the contract • Able to obtain a favorably adjudicated Tier 2 investigation • Must pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process • Must hold one of: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC) • Valid in-state driver's license listed among required certifications • Able to effectively utilize virtual counseling and electronic communication modes

🏖️ Benefits

• Short-term incentives may be available • Comprehensive benefits package • Health benefits • Life benefits • Voluntary benefits • Benefits and perks supporting physical, mental, emotional, and financial wellbeing • Tobacco-free workplace