Personal Financial Counselor, PFC, Minneapolis, MN

Personal Financial Counselor, PFC, Minneapolis, MN

Join Magellan Federal as a Personal Financial Counselor (PFC) in Minneapolis, MN. This role provides comprehensive financial counseling services to military service members and their families at assigned installations.

• Provide personal financial counseling and management services directly to service members and families.
• Assist in establishing spending plans for extended absences.
• Develop and disseminate informational financial materials.
• Coordinate, publicize, and deliver a variety of Personal Financial Management classes/workshops covering the entire military lifecycle.
• Respond to requests for age‑appropriate classes or seminars.
• Utilize virtual counseling or electronic communication modes as authorized.
• Manage duty‑to‑warn situations in accordance with DoD protocol.
• Communicate with leadership and participate in regular supervision, sharing trends and issues.
• Participate in in‑services, training, quality improvement committees, or contract activities as assigned.
• Perform additional duties as assigned.

• Bachelor’s degree required (or associate degree plus 4 years of experience, or high school diploma plus 6 years of experience).
• Minimum 3+ years of financial counseling experience.
• U.S. citizen and fluent in English; bilingual in English and Spanish if required.
• Adjudicated Tier 2 investigation.
• Successful completion of the Congressional Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
• Certification:
  Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

• Title:
  
  Personal Financial Counselor, PFC, Minneapolis, MN
• Grade: 23
• Work Experience –
  
  Required:
  
  Financial Counseling
• License and Certifications –
  
  Required:
  
  AFC, CFP, ChFC;
  Driver License (valid).

Salary Range: $53,125 – $84,995

Additional compensation may include short‑term incentives and a comprehensive benefits package covering health, life, voluntary and other benefits.

Magellan offers a broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing.

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.