Personal Financial Counselor, PFC- Yuma, AZ

Magellan Health • Yuma, AZ

3d

About The Position

The Personal Financial Counselor provides personal financial counseling and management services to military service members and their families at assigned military installations. Services include one-on-one counseling, consultations with commanders or other providers and staff, briefings and presentations, and referrals to appropriate resources. The counselor works with installation and military branch Points of Contact to ensure services remain within scope and meet installation needs.

The role supports service members in establishing spending plans for extended absences and develops and distributes financial information. It also coordinates, publicizes, and delivers Personal Financial Management classes and workshops across military life events, including arrival at a first duty station, pre- and post-deployment, and other personal and career events. The counselor responds to requests for age-appropriate classes or seminars and may use authorized virtual counseling and electronic communication methods.

The counselor follows Department of Defense protocols for duty-to-warn situations, communicates with leadership, and participates in individual and group supervision, in-service training, quality improvement committees, and other assigned contract activities. 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.
• Must be a U.S. citizen and speak fluent English.
• Must be bilingual in English and Spanish if required by the contract.
• Must be able to obtain a favorably adjudicated Tier 2 investigation.
• Must pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest process.
• Must hold at least 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 service members and their families at assigned military installations.
• Conduct one-on-one counseling, consultations with commanders or other providers and staff, briefings, and presentations.
• Provide referral resources to participants when appropriate.
• Work with installation and military branch Points of Contact to ensure services are within scope and meet installation needs.
• Help service members establish spending plans for extended absences.
• Develop and make financial information materials available to service members and families.
• Coordinate, publicize, and deliver Personal Financial Management classes and workshops across military life events, including first-duty-station arrival and pre- and post-deployment.
• 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 installation trends and issues.
• Participate in in-service 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