Personal Financial Counselor

Magellan Health Services
Jackson
Workplace: OnsiteFull timeUSD 58,440 - 93,500 annuallyFunction: Legal, Risk & ComplianceExperience: 3+ yearsEducation: bachelorsSkills: ["Communication","Problem-solving"]

Provide comprehensive personal financial counseling and management services to military service members and their families at assigned installations. Deliver one-on-one counseling, group workshops, and education materials; coordinate financial management classes across the military lifecycle; utilize virtual counseling when appropriate; collaborate with installation leadership and POCs to ensure services meet installation needs.

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Magellan Health Services
Magellan Health Services
2 months ago

Personal Financial Counselor

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Source: Company careers pageValidated by: Fursa AI
Last checked: 15 days agoStatus: Live

Job Summary

Provide comprehensive personal financial counseling and management services to military service members and their families at assigned installations. Deliver one-on-one counseling, group workshops, and education materials; coordinate financial management classes across the military lifecycle; utilize virtual counseling when appropriate; collaborate with installation leadership and POCs to ensure services meet installation needs.
Location: Jackson
Workplace: Onsite
Employment Type: Full time
Job Function: Legal, Risk & Compliance

Key Responsibilities

  • •Provide personal financial counseling and management services directly to service members and their families.
  • •Assist service members in establishing a spending plan for extended absences.
  • •Develop and disseminate informational financial materials to service members and families.
  • •Coordinate, publicize and provide Personal Financial Management classes/workshops across the military lifecycle.
  • •Utilize virtual counseling or other electronic modes of communication (web-based, secure online chat, video teleconference) as allowed by program offices.

Pay and Benefits

Salary: USD 58,440 - 93,500 annually

Key Requirements

  • •Bachelor's degree required (or an associate degree with 4 years' experience) or a high school diploma with 6 years' experience
  • •3+ years of financial counseling experience
  • •Must be a U.S. citizen and fluent in English; bilingual in English and Spanish if required by contract
  • •Must have one of: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)
  • •Be able to obtain a favorably adjudicated Tier 2 investigation and pass Disclosures for Organizational Conflicts of Interest (OCI) process
Experience:3+ yearsMilitaryFinancial counseling
Education:Bachelor's
Skills:CommunicationProblem-solving
Licenses:Driver License
Certifications:AFCCFPChFC
Languages:English

Eligibility

Nationality:US National
Work Authorization:Authorization required. Sponsorship not provided.

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