Personal Financial Counselor; Assignment Ready Counselor, PFC, Southfield, MI
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
- Cover short-term and on-demand military assignments, including absences and periods of increased need
- Counsel service members and families on finances, create spending plans for extended absences, and provide referral resources
- Run financial classes and briefings on military life events, adapting sessions for age and participant needs
- Coordinate with installation contacts, share trends with leadership, and follow DoD procedures for duty-to-warn cases
- Use approved virtual channels for counseling and take part in supervision, training, and quality activities
What you bring
- You have at least three years of financial counseling experience
- You hold an AFC, CFP or ChFC certification
- You are a U.S. citizen, speak fluent English, and can obtain a favorable Tier 2 investigation decision
- A bachelor's degree is required, with listed work-experience alternatives for an associate degree or high school diploma
- You can pass the required organizational conflict-of-interest disclosure review
Who this fits
This role suits a financial counselor ready to provide flexible coverage for military service members and their families. It is part-time and remote in the United States; contract needs may also require English-Spanish bilingual ability.
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, Southfield, MIGrade
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.