Personal Financial Counselor; Jacksonville, FL – R00000065923 Position Available In Duval, Florida

Between $53k and
$85k
Per Year
DOE (Depends on Experience)
Position range in Florida $61k

• $167k Per Year Personal Financial Counselor; Jacksonville, FL
• R00000065923
  Magellan Health Services, Inc.

Occupation:

Personal Financial Advisors

Location:

Jacksonville, FL

• 32099
  Positions available: 1
  Job #: 12482050

Source:

Employ Florida

Posted:

4/21/2025

Updated:

4/21/2025

Expires:

5/21/2025

Web Site:

Employ Florida
Onsite /

Remote:

Not Specified

Job Type:

Regular, Full Time (30 Hours or More), Permanent Employment, Day Shift Job Requirements and Properties Help for Job Requirements and Properties. Opens a new window. Job Requirements and Properties Help for Job Requirements and Properties. Opens a new window. HS 72 Job Description Help for Job Description. Opens a new window. Job Description Help for Job Description. Opens a new window.

DESCRIPTION/RESPONSIBILITIES

This position will provide personal financial services at assigned military installations. 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, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Works closely with the installation and military branch Points of Contact (POC) to assure that the program is providing 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.
• Possess 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. Other Job Requirements
  Responsibilities
• Bachelor’s degree required.
• May consider applicants with an associate degree plus 4 years’ experience in lieu of bachelor’s degree.
• May consider applicants with a high school diploma plus 6 years’ experience in lieu of a bachelor’s degree.
• 3+ years of financial counseling experience.
• Must be a U.

S. citizen and speak fluent English. If required by the contract, must be bilingual in English and Spanish. Be able to obtain a favorably adjudicated Tier 2 investigation. Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). General Job Information Title
Personal Financial Counselor; Jacksonville, FL Grade
23 Work Experience

• Required
  Financial Counseling Work Experience
• Preferred Education
• Required
  A Combination of Education and Work Experience May Be Considered., Bachelor’s Education
• Preferred License and Certifications
• Required
  AFC
• Accredited Financial Counselor
• Enterprise, CFP
• Certified Financial Planner
• Enterprise, ChFC
• Chartered Financial Consultant
• Enterprise, DL
• Driver License, Valid In State
• Other License and Certifications

•

Preferred Salary Range Salary Minimum:

$53,125

Salary Maximum:

$84,995 This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Actual pay will be adjusted based on an individual’s skills, experience, education, and other job-related factors permitted by law. 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. Help for Employer Information. Opens a new window.