Personal Financial Counselor, PFC- Yuma, AZ

Magellan Health • Yuma, AZ

5d • $58,440 - $93,500

About The Position

This position provides personal financial services at assigned military installations, delivering comprehensive personal financial counseling and management services to military 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 counseling sessions. The counselor works with installation and military branch Points of Contact to ensure the program remains within scope and meets installation needs.

The role also involves developing and sharing financial information, coordinating and delivering financial management classes and workshops across the military lifecycle, and responding to requests for age-appropriate classes or seminars. Virtual counseling and electronic communication may be used when authorized by the OSD FINRED Program office. The counselor follows Department of Defense protocols for duty-to-warn situations and communicates with leadership, participates in supervision and training, and contributes to quality improvement and other contract activities. Additional duties may be assigned consistent with the role.

Requirements

• Bachelor's degree required; 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 covering 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 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-service training, quality improvement committees, and other assigned or appropriate contract activities.
• 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 well-being.

What This Job Offers

• Job Type: Full-time