Personal Financial Counselor, PFC-Fort Lee, VA

Magellan Health • Fort Lee, NJ

1d • Onsite

About The Position

The Personal Financial Counselor provides personal financial services to military service members and their families at assigned military installations. The role delivers financial counseling and education through individual sessions, consultations with commanders or other providers and staff, briefings, presentations, and referrals to resources outside counseling sessions. The counselor works with installation and military branch Points of Contact to ensure services remain within scope and meet installation needs.

The counselor helps service members develop spending plans for extended absences, creates and distributes financial information, and coordinates and delivers personal financial management classes and workshops. Topics may cover the military lifecycle, including arrival at a first duty station, pre- and post-deployment, and personal and career events. The counselor also responds to requests for age-appropriate classes and may use approved virtual or electronic counseling methods, including secure web-based chat and video communications. Virtual support is subject to authorization by the OSD FINRED Program office.

The position 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 appropriate. Additional duties may be assigned.

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.
• 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 to military service members and their families.
• Deliver financial education and counseling through one-on-one sessions, consultations, briefings, presentations, and referrals.
• Work with installation and military branch Points of Contact to ensure the program operates within scope and meets installation needs.
• 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 covering military lifecycle and other personal or career events.
• Respond to requests for age-appropriate classes or seminars.
• Use virtual counseling and electronic communication methods when authorized.
• Manage duty-to-warn situations according to Department of Defense protocol.
• Communicate with leadership and participate in individual and group supervision, sharing information about installation trends and issues.
• Participate in in-service training, quality improvement committees, and other assigned contract activities.
• Perform other duties as assigned.

Benefits

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

What This Job Offers

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