Personal Financial Counselor

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

Provide personal financial counseling and education to service members and their families at military installations, delivering one-on-one guidance, group workshops, and virtual counseling when needed. Collaborate with installation leadership and DoD processes to ensure program scope and impact, including budgeting, debt management, and DoDI 1322.34-aligned topics.

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Magellan Health Services
Magellan Health Services
3 months ago

Personal Financial Counselor

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 21 days agoStatus: Live
Reposted: similar role first listed 7 months ago

Job Summary

Provide personal financial counseling and education to service members and their families at military installations, delivering one-on-one guidance, group workshops, and virtual counseling when needed. Collaborate with installation leadership and DoD processes to ensure program scope and impact, including budgeting, debt management, and DoDI 1322.34-aligned topics.
Location: Madison
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.
  • •Develop and deliver Personal Financial Management classes/workshops across the military lifecycle.
  • •Assist service members in establishing a spending plan for extended absences.
  • •Coordinate, publicize and provide a wide variety of Personal Financial Management classes/workshops, including DoDI 1322.34 topics.
  • •Use virtual counseling via web-based chat or video conferencing as required by contract and policy.

Pay and Benefits

Salary: USD 58,440 - 93,500 annually

Key Requirements

  • •3+ years of financial counseling experience.
  • •Bachelor's degree required; or an associate degree with 4 years of experience, or a high school diploma with 6 years of experience in lieu of a bachelor’s degree.
Experience:3+ yearsMilitaryFinancial counseling
Education:Bachelor's
Skills:CommunicationPresentationCounselingCustomer serviceInstructional design
Licenses:Driver License
Certifications:AFCCFPChFC
Languages:EnglishSpanish
Tech Stack:Video conferencingWeb-based chatSecure 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