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Personal Financial Counselor, PFC- Austin, TX
Job in
Austin, Travis County, Texas, 78716, USA
Listed on 2025-12-31
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.
- 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).
Financial Counseling
Salary53,125 – 84,995
BenefitsShort-term incentives, comprehensive benefits package. Health, life, voluntary and other benefits and perks.
EOE StatementMagellan Health, Inc. is an Equal Opportunity Employer and a Tobacco-free workplace. EOE/M/F/Vet/Disabled.
#J-18808-LjbffrPosition Requirements
5+ Years
work experience
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