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Personal Financial Counselor, PFC- Austin, TX

Job in Austin, Travis County, Texas, 78716, USA
Listing for: Magellan Health
Full Time position
Listed on 2025-12-31
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below

Personal Financial Counselor, PFC
- Austin, TX

Provide personal financial services at assigned military installations. Primary responsibilities include full breadth of personal financial counseling services to military service members and families.

Responsibilities
  • Provide personal financial counseling and management services directly to service members and families.
  • Assist service members in establishing a spending plan for extended absences.
  • Develop and make available informational financial materials to service members and families.
  • Coordinate, publicize and provide a wide variety of Personal Financial Management classes/workshops covering the military lifecycle.
  • Respond to requests for age-appropriate classes or seminars.
  • Utilize virtual counseling or other electronic modes of communication (web-based, secure online chat, video-based communications), subject to authorization.
  • Manage duty to warn situations according to DoD protocol.
  • Communicate with leadership and participate in regular individual and group supervision.
  • Participate in regular in-services, training, quality improvement committees or other contract activities as assigned.
  • Perform all other duties as assigned.
Qualifications
  • Bachelor’s degree required; associate degree plus 4 years experience, or high school diploma plus 6 years experience may be considered.
  • 3+ years of financial counseling experience.
  • U.S. citizen and fluent in English; bilingual in English and Spanish may be required.
  • Adjudicated Tier 2 investigation required.
  • Pass 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).
Work Experience

Financial Counseling

Salary

53,125 – 84,995

Benefits

Short-term incentives, comprehensive benefits package. Health, life, voluntary and other benefits and perks.

EOE Statement

Magellan Health, Inc. is an Equal Opportunity Employer and a Tobacco-free workplace. EOE/M/F/Vet/Disabled.

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Position Requirements
5+ Years work experience
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