Personal Financial Counselor; PFC Grand Junction, CO

Magellan Health • Grand Junction, CO

8d • $58,440 - $93,500

About The Position

The Personal Financial Counselor provides personal financial services at assigned military installations, offering comprehensive financial counseling and education to service members and their families. Services may include one-on-one counseling, consultation with commanders or other providers and staff, briefings and presentations, and referral resources outside counseling sessions. The counselor works closely with installation and military-branch Points of Contact to ensure services remain within scope and meet installation needs.

The role includes supporting service members with spending plans for extended absences; developing and distributing informational financial materials; and coordinating, publicizing, and delivering Personal Financial Management classes and workshops. Topics may span the military lifecycle, including arrival at a first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34. The counselor also responds to requests for age-appropriate classes and seminars and may use authorized virtual and electronic communication methods for counseling.

The counselor manages duty-to-warn situations according to Department of Defense protocol, communicates with leadership, participates in regular individual and group supervision, and shares installation trends and issues. The role also participates in training, quality improvement committees, and other contract activities as assigned. Additional duties may be assigned consistent with the role’s intent.

Requirements

• Bachelor's degree; 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.
• Bilingual English and Spanish if required by the contract.
• Ability to obtain a favorably adjudicated Tier 2 investigation.
• Ability to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
• One of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
• Valid in-state driver's license.

Responsibilities

• Provide personal financial counseling and management services directly to service members and their families.
• Assist service members in establishing spending plans 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.
• Respond to requests for age-appropriate classes or seminars.
• Use virtual counseling and other electronic communication methods when authorized, including web-based services, secure online chat, video communications, and customer-sponsored secure video teleconference.
• Manage duty-to-warn situations according to Department of Defense protocol.
• Communicate with leadership and participate in regular individual and group supervision, sharing information about installation trends and issues.
• Participate in regular in-services and 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 intended to support physical, mental, emotional, and financial wellbeing.

What This Job Offers

• Job Type: Full-time