Personal Financial Counselor, Counselor, PFC

Personal Financial Counselor – Assignment Ready Counselor (PFC), Oklahoma

Position is available for short‑term, surge, and on‑demand coverage of personal financial counseling services to military service members and their families at military installations.

• 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 distribute informational financial materials.
• Coordinate, publicize, and deliver a wide variety of Personal Financial Management classes/workshops covering various life stages and assignments.
• Respond to requests for age‑appropriate classes or seminars.
• Utilize virtual counseling or other electronic communication modes such as web‑based, secure online chat, or video‑based communications.
• Manage duty‑to‑warn situations per 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/appropriate.
• Perform any other duties as assigned.

• Bachelor’s degree required (associate degree + 4 years’ experience or high school diploma + 6 years’ experience considered).
• 3+ years of financial counseling experience.
• U.S. citizen and fluent English speaker; bilingual English/Spanish may be required.
• Ability to obtain favorably adjudicated Tier 2 investigation.
• Must pass the 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).

Salary Range: $53,125–$84,995, based on experience, education, location, and other factors.

Eligible for short‑term incentives and a comprehensive benefits package including health, life, voluntary, and other perks.

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

Grade: 23.

Work Experience:

Financial Counseling.

Employment Type:

Part‑time. Seniority Level: Mid‑Senior. Job Function:
Finance and Sales. Industries:
Business Consulting and Services.