Personal Financial Counselor, PFC-Fort Lee, VA

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. Services include one-on-one counseling, consultations with commanders or other providers, briefings, presentations, and referrals.

Responsibilities

• Provide personal financial counseling and management services directly to service members and their families.
• Assist service members in establishing spending plans for extended absences.
• Develop and distribute informational financial materials to service members and families.
• Coordinate, publicize, and conduct Personal Financial Management classes/workshops on topics across the military lifecycle (e.g., arrival at first duty station, pre- and post-deployment, and personal/career events).
• 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).
• 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.

Requirements

• Bachelor’s degree required. Alternatives:
  • Associate degree plus 4 years of relevant experience.
  • High school diploma plus 6 years of relevant experience.
• 3+ years of financial counseling experience.
• U.S. citizenship and fluent English required. Bilingual (English/Spanish) may be required by contract.
• Ability to obtain a favorably adjudicated Tier 2 investigation.
• Must pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
• One of the following certifications required:
  • Accredited Financial Counselor (AFC)
  • Certified Financial Planner (CFP)
  • Chartered Financial Consultant (ChFC)
• Valid driver’s license.

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 be eligible for short-term incentives.

Benefits

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