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Personal Financial Counselor; Terre Haute
Job in
Terre Haute, Vigo County, Indiana, 47808, USA
Listed on 2026-07-01
Listing for:
Magellan Federal
Full Time
position Listed on 2026-07-01
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Responsibilities
- Provides personal financial counseling and management services directly to service members and their families.
- Assists service members in establishing a spending plan for extended absences.
- Develops and makes available informational financial materials to service members and families.
- Coordinates, publicizes, and provides 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.
- Responds to requests for age‑appropriate classes or seminars.
- Possesses the skills to effectively 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.
- Manages duty"to warn" situations according to Department of Defense (DoD) protocol.
- Communicates with leadership and participates in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned.
- Participates in regular in‑services, training, quality improvement committees, or other contract activities as assigned/appropriate.
- All other duties as assigned.
- Bachelor's degree required (may consider associate degree plus 4 years’ experience, or high‑school diploma plus 6 years’ experience).
- 3+ years of financial counseling experience.
- Must be a U.S. citizen and speak fluent English (if required by contract, must be bilingual in English and Spanish).
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).
Title:
Personal Financial Counselor;
Terre Haute, IN
Grade: 24
Location:
Terre Haute, IN
Work Experience
Required:
Financial Counseling
Salary Range: $58,440 – $93,500
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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