Magellan Federal · 2 days ago
Personal Financial Counselor, Assignment Ready Counselor, PFC Montana
Lewistown, MT
Part-time
Onsite
Mid Level
$53K/yr - $85K/yr
3+ years expMagellan Federal is a company that provides personal financial counseling services to military service members and their families. The Personal Financial Counselor role involves delivering a range of financial management services, including one-on-one counseling, workshops, and educational materials, while also collaborating with military leadership to meet program needs.
Management Consulting
No H1B
U.S. Citizen Only
Responsibilities
Provides personal financial counseling and management services directly to service members and their families
Assists service members in establishing a spending plan for extended absences
Develops and makes available informational financial materials to service members and families
Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34
Responds to requests for age-appropriate classes or seminars
Possess the skills to effectively utilize virtual counseling or other electronic modes of communication, such as web based, secure online chat, or video-based communications and secure video teleconference sponsored by the customer. Virtual PFC support may only be authorized by OSD FINRED Program office
Manages duty to warn situations according to Department of Defense (DoD) protocol
Communicates with leadership and participates in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned
Participates in regular in-services/training, quality improvement committees or other contract activities as assigned/appropriate
All other duties as assigned
Qualification
Required
Bachelor's degree required
May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor's degree
May consider applicants with a high school diploma plus 6 years' experience in lieu of a bachelor's degree
3+ years of financial counseling experience
Must be a U.S. citizen and speak fluent English
If required by the contract, must be bilingual in English and Spanish
Be able to obtain a favorably adjudicated Tier 2 investigation
Must be able to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process
Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)
Benefits
Short-term incentives
Comprehensive benefits package
Broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing
Company
Magellan Federal
Magellan Federal—a Magellan Health company—has received recognition as a 2024 Military Friendly®, a Washington Post Top Workplaces, and MilitaryTimes Best for Vets company.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Anna Sever
President and CEO
Todd Baker
Vice President of Financial Operations and Chief Financial Officer
Company data provided by crunchbase