Personal Financial Counselor, Counselor, PFC Massachusetts

Personal Financial Counselor, Assignment Ready Counselor, PFC Massachusetts

This position will provide coverage in short‑term, surge, and on‑demand situations arising from military needs such as a post‑deployment event 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 one‑on‑one counseling, consultations 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. The counselor 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.

• 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, e.g., topics across the military lifecycle, including, but not limited to, 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 (or equivalent experience).
• May consider applicants with an associate degree plus 4 years of experience in lieu of a bachelor’s degree.
• May consider applicants with a high school diploma plus 6 years of experience 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 if required by contract.
• Must obtain a favorably adjudicated Tier 2 investigation.
• Must pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
• Must hold at least one of the following certifications:
  Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

$53,125 - $84,995 per year (variable based on experience, education, and local adjustments). This position may be eligible for short‑term incentives and a comprehensive benefits package.

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, contractual requirements and internal policies and procedures.