Personal Financial Counselor, Assignment Ready Counselor, PFC, Clearwater, Florida

Magellan Health • Clearwater, FL

4d • $58,440 - $93,500

About The Position

Provides coverage in short-term, surge, and on-demand situations arising from military needs, such as post-deployment events or covering an existing assignment when a counselor is absent. Delivers the full range of personal financial counseling services to military service members and their families at military installations, including one-on-one counseling, consultations with commanders and other providers or staff, briefings and presentations, and referrals to resources outside counseling sessions. Works with installation and military branch Points of Contact to ensure the program remains within scope and meets installation needs. The role may provide virtual support using electronic communications when authorized by the OSD FINRED Program office.

The counselor manages duty-to-warn situations according to Department of Defense protocol, communicates with leadership, and participates in individual and group supervision, training, quality improvement committees, and other contract activities as assigned. Listed duties are representative rather than all-inclusive; leaders may assign additional or other duties aligned 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.
• 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.
• Provide one-on-one counseling, consultations with commanders or other providers and staff, briefings, presentations, and referrals to resources.
• Work with installation and military branch Points of Contact to ensure the program is delivered within scope and meets installation needs.
• Help service members establish spending plans for extended absences.
• Develop and make informational financial materials available to service members and families.
• Coordinate, publicize, and deliver 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 modes, such as web-based tools, secure online chat, video communications, and customer-sponsored secure video teleconference, when authorized by the OSD FINRED Program office.
• 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

• 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