Personal Financial Counselor

Magellan Health Services
United States
Workplace: OnsiteFull time58,440 - 93,500 annuallyFunction: Legal, Risk & ComplianceExperience: 3+ yearsEducation: bachelorsSkills: ["Communication","Presentation","Counseling","Empathy","Teaching"]

Provide comprehensive personal financial counseling and education to service members and their families at military installations, delivering one-on-one sessions, group workshops, and virtual counseling to help manage finances across military life cycles.

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Magellan Health Services
Magellan Health Services
3 months ago

Personal Financial Counselor

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Source: Company careers pageValidated by: Fursa AI
Last checked: 21 days agoStatus: Live

Job Summary

Provide comprehensive personal financial counseling and education to service members and their families at military installations, delivering one-on-one sessions, group workshops, and virtual counseling to help manage finances across military life cycles.
Location: United States
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 run Personal Financial Management classes/workshops across the military lifecycle (arrival, deployment, post-deployment).
  • •Participate in regular supervision and training, and adapt counseling approaches to DoD protocols.

Pay and Benefits

Salary: 58,440 - 93,500 annually

Key Requirements

  • •Bachelor's degree required; combination of education and work experience may be considered
  • •3+ years of financial counseling experience
  • •Must be a U.S. citizen and fluent in English
  • •If required by contract, bilingual in English and Spanish
  • •Must have AFC, CFP, or ChFC certifications (AFC/CFP/ChFC)
Experience:3+ yearsFinancial servicesMilitary
Education:Bachelor's
Skills:CommunicationPresentationCounselingEmpathyTeaching
Licenses:Driver License
Certifications:AFCCFPChFC
Languages:EnglishSpanish
Tech Stack:Video conferencingSecure chatWeb-based communications

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