Personal Financial Counselor; PFC Grand Junction, CO

Magellan Health • Grand Junction, CO

7d • 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 education and counseling across a broad range of financial matters, including one-on-one counseling, consultations with commanders or other providers and staff, briefings and 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. They help service members establish spending plans for extended absences, develop and distribute informational financial materials, and coordinate, publicize, and deliver 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 or career events. The counselor also responds to requests for age-appropriate classes or seminars.

The position requires effective use of virtual counseling and 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, participates in individual and group supervision, and shares installation trends and issues. Additional duties may include in-services and training, quality improvement committees, and other contract activities. Duties listed are representative and not all-inclusive; additional aligned 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; a combination of education and work experience may be considered.
• 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.
• Bilingual English and Spanish if required by the contract.

Responsibilities

• Provide personal financial counseling and management services to service members and their families at assigned military installations.
• 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.
• Help service members establish 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 topics and personal or career events.
• Respond to requests for age-appropriate classes or seminars.
• Use virtual counseling and other electronic communication methods effectively 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 individual and group supervision, sharing information about installation trends and issues.
• Participate in in-services, training, quality improvement committees, and other contract activities as assigned or appropriate.
• Perform other duties as assigned.

Benefits

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

What This Job Offers

• Job Type: Full-time