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Personal Financial Counselor, Counselor, PFC, Vermont

Job in South Burlington, Chittenden County, Vermont, 05403, USA
Listing for: Magellan Health
Full Time position
Listed on 2025-12-31
Job specializations:
  • Business
    Financial Advisor
Salary/Wage Range or Industry Benchmark: 53125 - 84995 USD Yearly USD 53125.00 84995.00 YEAR
Job Description & How to Apply Below
Position: Personal Financial Counselor, Assignment Ready Counselor, PFC, Vermont

Personal Financial Counselor, Assignment Ready Counselor, PFC, Vermont

Position will provide coverage in short-term, surge, and on-demand situations resulting from Military needs such as post‑deployment events or to cover an existing assignment for counselors who are absent. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not limited to, one‑on‑one counseling, consultation with a commander or another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session.

Works closely with the installation and military branch Points of Contact (POC) to assure that the program is provided within scope and meets the needs of the installation.

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 to service members and families.
  • Coordinate, publicize and provide a wide variety of Personal Financial Management classes/workshops across the military lifecycle, including arrival at first duty station, pre‑ and post‑deployment, and personal and career events outlined in DoDI 1322.34.
  • Respond to requests for age‑appropriate classes or seminars.
  • Utilize virtual counseling or other electronic modes of communication such as web‑based, secure online chat, or video‑based communications and secure video teleconference sponsored by the customer. Virtual PFC support may only be authorized by OSD FINRED Program office.
  • Manage duty‑to‑warn situations according to Department of Defense protocol.
  • Communicate with leadership and participate in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned.
  • Participate in regular in‑services/training, quality‑improvement committees or other contract activities as assigned/appropriate.
  • 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 in lieu of a bachelor’s degree.
  • 3+ years of financial counseling experience.
  • Must be a U.S. citizen and speak fluent English. Bilingual in English and Spanish may be required by contract.
  • Be able to obtain a favorably adjudicated Tier 2 investigation.
  • Must be able to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
  • Must have one of the following certifications:
    Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
General Job Information
  • Title: Personal Financial Counselor, Assignment Ready Counselor, PFC, Vermont
  • Grade: 23
  • Salary Range: $53,125 – $84,995
  • Work Experience: Financial Counseling required; preferred experience unspecified.
  • Education: Combination of education and work experience may be considered;
    Bachelor’s degree required.
  • Licenses &

    Certifications:

    AFC, CFP, ChFC, Driver’s License (valid in state) and others as indicated.

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

Every employee must understand, comply with and attest to the security responsibilities and security controls unique to their position; and comply with all applicable legal, regulatory, and contractual requirements and internal policies and procedures.

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