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Personal Financial Counselor, PFC - Indianapolis, IN

Job in Indianapolis, Hamilton County, Indiana, 46262, USA
Listing for: Magellan Health
Full Time position
Listed on 2026-07-30
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Financial Services
Salary/Wage Range or Industry Benchmark: 58440 - 93500 USD Yearly USD 58440.00 93500.00 YEAR
Job Description & How to Apply Below
Position: Personal Financial Counselor, PFC - Indianapolis, IN.
Location: Indianapolis

Job Overview

This position will provide personal financial services at assigned military installations. The counselor will deliver a full range of personal financial counseling services to military service members and their families, including one‑on‑one counseling, briefings, presentations, and referrals.

Responsibilities
  • Provide personal financial counseling and management services directly to service members and their families.
  • Assist service members in establishing a spending plan for extended absences.
  • Develop and make available informational financial materials.
  • Coordinate, publicize, and provide personal financial management classes/workshops on topics across the military lifecycle.
  • Respond to requests for age‑appropriate classes or seminars.
  • Utilize virtual counseling or electronic modes of communication such as secure online chat or video teleconferencing.
  • Manage duty‑to‑warn situations according to Department of Defense protocol.
  • Communicate with leadership, participate in supervision, and share information regarding trends and issues.
  • Participate in regular in‑services, training, quality improvement committees, and other contract activities.
  • Perform all other duties as assigned.
Qualifications
  • 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.
  • Minimum 3+ years of financial counseling experience.
  • Must be a U.S. citizen and speak fluent English; bilingual in English and Spanish may be required.
  • Must be able to obtain a favorably adjudicated Tier2 investigation.
  • Must pass the Congressional 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 driver’s license preferred.

Salary Range: $58,440 – $93,500 (based on national data; adjusted for skills, experience, and education). The position may also qualify for short‑term incentives and a comprehensive benefits package.

Magellan Health, Inc. is an Equal Opportunity Employer. EOE/M/F/Vet/Disabled.

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