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Personal Financial Counselor, PFC

đź•’ September 26

🇺🇸 United States – Remote

đź’µ $58.4k - $93.5k / year

⏰ Full Time

🟡 Mid-level

đźź  Senior

🛋️ Counselor

Where this job comes from

Posted on Magellan Health's careers page, not through a job board

First seen by Remote Rocketship September 26

Still open on Magellan Health's site. Checked 3 hours ago.

Logo of Magellan Health

Magellan Health

1001 - 5000 employees

đź’Ľ Consulting

🛡️ Insurance

🏥 Healthcare

đź’° $101M Private Equity Round on 2004-01

Consulting • Insurance • Healthcare

Magellan Health is a leading healthcare management company that provides a range of services, including behavioral health, pharmacy management, and employee assistance programs. The company focuses on delivering high-quality care and support to individuals and families, particularly those in military and community settings. Magellan Health emphasizes personalized service and innovative solutions to improve health outcomes and enhance the overall patient experience.

đź“‹ 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

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