Personal Financial Counselor; Jacksonville, FL

Magellan Health Services
United States
Workplace: OnsiteFull timeUSD 58,440 - 93,500 annuallyFunction: Legal, Risk & ComplianceExperience: 3+ yearsEducation: bachelorsSkills: ["Communication","Counseling","Presentation"]

Provide personal financial counseling services to military service members and their families at assigned installations. Deliver one-on-one counseling, consultations with command or staff, and briefings/presentations, plus develop and distribute financial education materials. Coordinate and run personal financial management classes and workshops across the military lifecycle, including virtual counseling using secure communication tools. Partner with installation and military branch points of contact and support program scope, supervision, and training/quality activities.

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Magellan Health Services
Magellan Health Services
4 days ago

Personal Financial Counselor; Jacksonville, FL

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Last checked: 6 hours agoStatus: Live

Job Summary

Provide personal financial counseling services to military service members and their families at assigned installations. Deliver one-on-one counseling, consultations with command or staff, and briefings/presentations, plus develop and distribute financial education materials. Coordinate and run personal financial management classes and workshops across the military lifecycle, including virtual counseling using secure communication tools. Partner with installation and military branch points of contact and support program scope, supervision, and training/quality activities.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Legal, Risk & Compliance
Seniority: Mid level

Key Responsibilities

  • •Provide personal financial counseling and management services directly to service members and their families.
  • •Assist with establishing spending plans for extended absences and provide educational financial resources.
  • •Coordinate, publicize, and deliver Personal Financial Management classes/workshops across the military lifecycle.
  • •Conduct virtual counseling or other electronic modes of communication using secure tools when authorized.
  • •Communicate with leadership, participate in supervision and training, and manage DoD duty-to-warn situations per protocol.

Pay and Benefits

Salary: USD 58,440 - 93,500 annually
Perks:Health InsuranceLife Insurance

Key Requirements

  • •Bachelor's degree required (or associate degree plus 4 years’ experience, or high school diploma plus 6 years’ experience).
  • •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.
  • •Possess one of: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
Experience:3+ yearsFinancial counselingMilitary
Education:Bachelor's
Skills:CommunicationCounselingPresentation
Licenses:Driver License
Certifications:AFCCFPChFC
Languages:EnglishSpanish
Tech Stack:Web basedSecure online chatVideo-based communicationsSecure video teleconference

Eligibility

Nationality:US National
Security Clearance:Tier 2

Company Brief

Magellan Health Services
Provides managed behavioral health, specialty healthcare, pharmacy management, and population health services to health plans, employers, and government agencies, focusing on improving outcomes and reducing costs through integrated care solutions.
Industry: HealthTech
Company Size: Enterprise (1,001+ employees)
Growth: Established Company
Funding: IPO / Publicly Listed
Headquarters: Scottsdale, United States
Founded: 1969
WebsiteLinkedIn