Personal Financial Counselor, PFC-Fort Lee, VA

Magellan Health • Fort Lee, VA

3d • $58,440 - $93,500 • Onsite

About The Position

The Personal Financial Counselor provides personal financial services at assigned military installations, delivering financial counseling and management services to service members and their families. Services may include one-on-one counseling, consultations with commanders or other providers and staff, briefings and presentations, and referrals to resources outside a counseling session. The counselor works with installation and military branch Points of Contact to ensure the program stays within scope and meets installation needs.

The role also involves creating and sharing financial information, organizing and delivering Personal Financial Management classes and workshops, and responding to requests for age-appropriate classes. The counselor may use authorized virtual counseling and electronic communication methods. Additional responsibilities include managing duty-to-warn situations according to Department of Defense protocol, communicating with leadership, participating in supervision and training, and contributing to quality improvement committees and other contract activities as assigned. Other duties may be assigned in line with the role.

Requirements

• Bachelor's degree, or an associate degree plus 4 years of experience, or a high school diploma plus 6 years of experience may be considered in lieu of a bachelor's degree.
• At least 3 years of financial counseling experience.
• U.S. citizenship.
• Fluent English.
• Must 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 hold one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
• Valid in-state driver's license.

Nice To Haves

• Bilingual English and Spanish if required by the contract.

Responsibilities

• Provide personal financial counseling and management services directly to service members and their families.
• Help service members establish a spending plan for extended absences.
• Develop and make informational financial materials available to service members and families.
• Coordinate, publicize, and provide Personal Financial Management classes and workshops on topics across the military lifecycle, including arrival at a first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
• Respond to requests for age-appropriate classes or seminars.
• Use virtual counseling and other electronic communication methods effectively when authorized, including web-based services, secure online chat, video-based communications, and customer-sponsored secure video teleconference.
• Manage duty-to-warn situations according to Department of Defense protocol.
• Communicate with leadership and participate in individual and group supervision, sharing information about trends and issues at assigned installations.
• Participate in in-services, training, quality improvement committees, and other contract activities as assigned or appropriate.
• Perform other duties as assigned.

Benefits

• The position may be eligible for short-term incentives.
• Comprehensive benefits package, including health, life, voluntary, and other benefits and perks supporting physical, mental, emotional, and financial wellbeing.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level