Personal Financial Counselor, Assignment Ready Counselor, PFC-Kentucky
At a glance
Mid-level role at Magellanhealth. Remote, United States · part-time · $58,440–$93,500 base.
remoteroles summary, based on the employer's posting.
What you'll do
- Guide service members and families through personal finance questions in individual sessions, briefings, referrals, and staff consultations
- Help service members plan spending during extended absences and prepare financial information for families
- Set up and teach financial workshops on military life events, deployments, and age-appropriate topics
- Work with installation and military contacts to keep services within scope and meet local needs
- Follow DoD procedures for duty-to-warn cases and share installation trends in supervision
What you bring
- At least three years of financial counseling experience
- A bachelor's degree, or an associate degree plus four years' experience, or a high school diploma plus six years' experience
- Hold an AFC, CFP, or ChFC certification and a valid in-state driver's license
- Be a U.S. citizen and fluent in English; English-Spanish fluency is required when the contract calls for it
- Qualify for a favorable Tier 2 investigation and pass the required OCI review
Who this fits
This part-time, remote role suits a counselor available for short-term or surge coverage at military installations, including post-deployment events or covering for an absent counselor. U.S. citizenship is required, and English-Spanish fluency applies when required by the contract.
From the employer
Provides personal financial counseling and management services directly to service members and their families.
Assists service members in establishing a spending plan for extended absences.
Develops and makes available informational financial materials to service members and families.
Coordinates, publicizes and provides 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 outlined in DoDI 1322.34.
Responds 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. Virtual PFC support may only be authorized by OSD FINRED Program office.
Manages duty to warn situations according to Department of Defense (DoD) protocol.
Communicates with leadership and participates in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned.
Participates in regular in-services/training, quality improvement committees or other contract activities as assigned/appropriate.
All other duties as assigned.
Other Job Requirements
Responsibilities
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).
General Job Information
Title
Personal Financial Counselor, Assignment Ready Counselor, PFC-KentuckyGrade
24Work Experience - Required
Financial CounselingWork Experience - Preferred
Education - Required
A Combination of Education and Work Experience May Be Considered., Bachelor'sEducation - Preferred
License and Certifications - Required
AFC - Accredited Financial Counselor - EnterpriseEnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterpriseEnterprise, ChFC - Chartered Financial Consultant - EnterpriseEnterpriseEnterprise, DL - Driver License, Valid In State - OtherOtherOtherLicense and Certifications - Preferred
Salary Range
Salary Minimum:
$58,440Salary Maximum:
$93,500This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Actual pay will be adjusted based on an individual's skills, experience, education, and other job-related factors permitted by law.
This position may be eligible for short-term incentives as well as a comprehensive benefits package. Magellan offers a broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing.
Magellan Health, Inc. is proud to be an Equal Opportunity Employer and a Tobacco-free workplace. EOE/M/F/Vet/Disabled.
Every employee must understand, comply with and attest to the security responsibilities and security controls unique to their position; and comply with all applicable legal, regulatory, and contractual requirements and internal policies and procedures.