Personal Financial Counselor, Assignment Ready Counselor, PFC
Not Disclosed•ContractorOn-site
location_on113, North Main Street, Bentonville, Benton County, Arkansas, 72712, United States
About the Role
This position serves as a critical support resource for military service members and their families, specifically designed to cover short-term, surge, and on-demand situations. Whether responding to post-deployment events or filling in for absent counselors, the Personal Financial Counselor ensures continuity of essential financial services across military installations.
The role encompasses the full breadth of personal financial counseling, working directly with service members to establish spending plans for extended absences and providing education on financial services. Counselors engage in one-on-one sessions, consult with commanders and staff, conduct briefings, and connect participants with external referral resources. A key aspect of the position involves collaborating closely with installation and military branch Points of Contact to ensure program delivery remains within scope and effectively meets the unique needs of the community.
The counselor is expected to manage a diverse portfolio of activities, including developing informational materials, coordinating financial management workshops across the military lifecycle (from arrival at a first duty station to pre- and post-deployment), and responding to requests for age-appropriate seminars. The role also requires proficiency in virtual counseling modes, such as secure online chat and video teleconferences, and mandates adherence to Department of Defense protocols regarding "duty to warn" situations. Regular communication with leadership and participation in supervision, training, and quality improvement committees are integral to maintaining high standards of care.
Hiring Process
Candidates must be U.S. citizens with fluent English skills and be able to obtain a favorably adjudicated Tier 2 investigation. The process includes passing the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI). Specific certifications (AFC, CFP, or ChFC) are required to qualify for the position.
Equal Opportunity
Magellan Health, Inc. is proud to be an Equal Opportunity Employer and a Tobacco-free workplace. We consider qualified applicants regardless of background, race, color, religion, sex, national origin, age, disability, or veteran status. All employees must understand and comply with security responsibilities and internal policies unique to their position.
Work location
Work model: On-site
113, North Main Street, Bentonville, Benton County, Arkansas, 72712, United States
Similar Job Opportunities
Skills, education and keywords
Skills: Financial Counseling, Accredited Financial Counselor, Certified Financial Planner, Chartered Financial Consultant, Driver License, Spanish.
Education: Bachelor's degree required, or equivalent experience with Associate's or High School Diploma; Associate's degree with 4 years experience in lieu of Bachelor's; High School Diploma with 6 years experience in lieu of Bachelor's.
Frequently asked questions about Personal Financial Counselor, Assignment Ready Counselor, PFC at Magellan Health
What does a Personal Financial Counselor, Assignment Ready Counselor, PFC at Magellan Health do?expand_more
In this Personal Financial Counselor, Assignment Ready Counselor, PFC at Magellan Health role, you will provide personal financial counseling and management services to military service members and families; respond to requests for age-appropriate financial classes or seminars; manage duty to warn situations according to department of defense protocol; and coordinate and deliver personal financial management classes and workshops across the military lifecycle.
What are the requirements for this Personal Financial Counselor, Assignment Ready Counselor, PFC role?expand_more
To qualify for the Personal Financial Counselor, Assignment Ready Counselor, PFC at Magellan Health position, applicants should have: Bachelor's degree required; Associate degree plus 4 years' experience in lieu of bachelor's degree; High school diploma plus 6 years' experience in lieu of bachelor's degree; 3+ years of financial counseling experience; U.S. citizen; and Fluent English.