Personal Financial Counselor, PFC - Kirtland AFB
$58.44k - $93.5kMagellan Health
This position provides personal financial services to military service members and their families at assigned installations. Responsibilities Deliver the full range of personal financial counseling services, including one‑on‑one counseling, briefings, presentations, and referrals. Consult with commanders, other providers, or staff to ensure programs meet installation needs. Assist service members in establishing spending plans for extended absences. Create and distribute informational financial materials. Coordinate, publicize, and conduct Personal Financial Management classes/workshops on topics across the military lifecycle (e.g., first‑time duty, pre‑ and post‑deployment, personal and career events). Respond to requests for age‑appropriate classes or seminars. Use virtual counseling or other electronic modes of communication, such as secure online chat or video‑based communications, as authorized by the OSD FINRED Program office. Manage duty‑to‑warn situations in accordance with DoD protocol. Communicate with leadership and participate in regular individual and group supervision, sharing trends and issues. Participate in regular in‑services, training, quality improvement committees, or other contract activities as assigned. Qualifications Bachelor’s degree required (associate degree plus 4 years of experience or high school diploma plus 6 years of experience may be considered). At least 3 years of financial counseling experience. Must be a U.S. citizen and speak fluent English; bilingual in Spanish may be required. Must obtain a favorably adjudicated Tier2 investigation. Must complete 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). Salary Minimum: $58,440 – Maximum: $93,500 Benefits Magellan offers a broad range of health, life, voluntary, and other benefits and perks that enhance physical, mental, emotional, and financial well‑being. Equal Opportunity Magellan is an Equal Opportunity Employer and a Tobacco‑free workplace. EOE/M/F/Vet/Disabled. All applicants are guaranteed equal consideration regardless of race, color, creed, religion, sex, gender identity, sexual orientation, marital status, age, national origin, ancestry, citizenship, disability, veteran status, or any other factors protected by law. #J-18808-Ljbffr Magellan Health
$58.44k - $93.5k
This position will provide personal financial services at assigned military installations. Primary... ...sponsored by the customer. Virtual PFC support may only be authorized by OSD FINRED... ...on the installations to which the counselor is assigned. Participates in regular in...PersonalContract workTemporary workWork at office$58.44k
This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth... ..., briefings, presentations, and referral resources. The counselor works closely with installation and military branch points of...PersonalContract workTemporary workWork at office- ...helping individuals, families, and business owners plan for their financial future. As a Financial Advisor, you will have the opportunity... ...to build a practice with independence, flexibility, and personal ownership. A team-oriented culture built on transparency, accountability...Personal
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## Personal Banker IApplyremote type: In-officelocations: Albuquerque NMtime type: Full timeposted on: Posted Todayjob requisition id... ...product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being...PersonalLocal areaFlexible hoursAfternoon shift- ...Personal BankerAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united... ...by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer...PersonalFull timeTemporary workPart timeWork at office
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...Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works... ..., and risk guidelines. Makes credit recommendations for personal lending transactions, including home financing, in accordance...PersonalPart timeLocal areaImmediate startDay shift- UMB Financial Corporation is seeking a Personal Banker to build relationships and recommend banking products, guiding customers toward financial solutions and a smooth shopping experience. You will convert transactions into cross-sell opportunities, call leads and visit...Personal
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