Personal Financial Counselor, PFC - Fort Worth. TX

Magellan Health • Fort Worth, TX

26d • $58,440 - $93,500 • Onsite

About The Position

This position provides personal financial services at assigned military installations, delivering financial counseling and management services to service members and their families. Services may include one-on-one counseling, consultation 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 stay within scope and meet installation needs.

The counselor coordinates and provides personal financial management classes and workshops covering topics across the military lifecycle, develops informational materials, responds to requests for age-appropriate seminars, and may provide services through approved virtual or other electronic communication channels. The role also involves handling duty-to-warn situations according to DoD protocol, communicating with leadership, participating in supervision and training, and contributing to quality improvement and other contract activities. Additional duties may be assigned in keeping 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.
• 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 (OCI) process.
• Must hold one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
• Valid in-state driver’s license is listed as required.

Responsibilities

• Provide personal financial counseling and management services to service members and their families.
• Assist service members in establishing spending plans for extended absences.
• Develop and make available informational financial materials for service members and families.
• Coordinate, publicize, and provide Personal Financial Management classes and workshops on topics across the military lifecycle.
• Respond to requests for age-appropriate classes or seminars.
• Use virtual counseling and other electronic communication methods 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 contract activities as assigned or appropriate.
• Perform other duties as assigned.

Benefits

• The position may be eligible for short-term incentives.
• Comprehensive benefits package, including a broad range of health, life, voluntary, and other benefits and perks supporting physical, mental, emotional, and financial wellbeing.

What This Job Offers

• Job Type: Full-time