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Personal Financial Counselor, PFC - Indianapolis, IN
Job in
Indianapolis, Hamilton County, Indiana, 46262, USA
Listed on 2026-07-30
Listing for:
Magellan Health
Full Time
position Listed on 2026-07-30
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Services
Job Description & How to Apply Below
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.
- 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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