Personal Financial Counselor, PFC - Fort Carson, Colorado

Job ID and location details available upon request.

About the role

This position provides personal financial services at assigned military installations, offering the full breadth of personal financial counseling to military service members and their families.

Responsibilities

• Provide one-on-one financial counseling, consultations with commanders or other providers, briefings, presentations, and referrals.
• Work closely with installation and military branch Points of Contact (POC) to ensure the program meets installation needs.
• Assist service members in establishing spending plans for extended absences.
• Develop and distribute informational financial materials to service members and families.
• Coordinate, publicize, and deliver Personal Financial Management classes/workshops on topics such as pre- and post-deployment, first duty station arrival, and career events as outlined in DoDI 1322.34.
• Respond to requests for age-appropriate financial classes or seminars.
• Utilize virtual counseling or electronic communication modes (e.g., web-based, secure online chat, video-based communications, or secure video teleconference) as authorized by the OSD FINRED Program office.
• Manage duty-to-warn situations according to Department of Defense (DoD) protocol.
• Communicate with leadership and participate in regular supervision, sharing trends and issues from assigned installations.
• Participate in in-services, training, quality improvement committees, or other contract activities as assigned.
• Perform additional duties as assigned, aligned with the intent of this role.

Requirements

• Bachelor’s degree required. An associate degree plus 4 years of relevant experience, or a high school diploma plus 6 years of relevant experience, may be considered in lieu of a bachelor’s degree.
• 3+ years of financial counseling experience.
• Must be a U.S. citizen and fluent in English. Bilingual in English and Spanish may be required by the contract.
• Ability to obtain a 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).
• Valid driver’s license in state of residence.

Pay

Salary range: $58,440 – $93,500. Actual pay will be adjusted based on skills, experience, education, and other job-related factors permitted by law. This position may also be eligible for short-term incentives.

Benefits

Magellan offers a comprehensive benefits package, including health, life, and voluntary benefits, as well as perks that enhance physical, mental, emotional, and financial well-being.