Personal Financial Counselor, PFC

🕒 May 19

🇺🇸 United States – Remote

💵 $58.4k - $93.5k / year

⏱ Part Time

🟡 Mid-level

🟠 Senior

🛋️ Counselor

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Magellan Health

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

⚕️ Healthcare Insurance

🧬 Biotechnology

🧘 Wellness

💰 $101M Private Equity Round on 2004-01

Healthcare Insurance • Biotechnology • Wellness

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.

📋 Description

• Provide coverage in short-term, surge and on-demand situations resulting from the Military needs such as a post-deployment event or to cover an existing assignment for counselors who are absent. • Provide full breadth of personal financial counseling services to military service members and their families at military installations. • Include one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. • Work closely with the installation and military branch Points of Contact (POC) to assure that the program is provided within scope and meets the needs of the installation. • 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, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events. • Respond to requests for age-appropriate classes or seminars. • Possess the skills to effectively utilize virtual counseling or other electronic modes of communication, such as web-based, secure online chat, or video-based communications and secure video teleconference sponsored by the customer. • Manage duty to warn situations according to Department of Defense (DoD) protocol. • Communicate with leadership and participate in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned. • 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

• Magellan offers a broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial well-being.