Personal Financial Counselor; Whiteman AFB, MO

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

Provide personal financial counseling and management services to service members and their families at military installations, including one-on-one counseling, consultations, briefings, presentations, and referrals. Develop and distribute financial information materials, coordinate and deliver personal financial management classes/workshops across the military lifecycle, and respond to requests for age-appropriate seminars. Partner with installation and military branch points of contact for program alignment, and maintain required security, training, supervision, and quality-improvement activities.

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Magellan Health Services
Magellan Health Services
3 days ago

Personal Financial Counselor; Whiteman AFB, MO

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Source: Company careers pageValidated by: Fursa AI
Last checked: 16 hours agoStatus: Live
Reposted: similar role first listed 8 months ago

Job Summary

Provide personal financial counseling and management services to service members and their families at military installations, including one-on-one counseling, consultations, briefings, presentations, and referrals. Develop and distribute financial information materials, coordinate and deliver personal financial management classes/workshops across the military lifecycle, and respond to requests for age-appropriate seminars. Partner with installation and military branch points of contact for program alignment, and maintain required security, training, supervision, and quality-improvement activities.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Legal, Risk & Compliance
Seniority: Mid level

Key Responsibilities

  • •Deliver the full breadth of personal financial counseling services to service members and their families at assigned installations.
  • •Assist service members in establishing spending plans for extended absences.
  • •Develop and provide informational financial materials for service members and families.
  • •Coordinate, publicize, and conduct personal financial management classes/workshops and respond to requests for seminars.
  • •Work with installation and military branch points of contact, including duty-to-warn management and participation in supervision, training, and quality-improvement activities.

Pay and Benefits

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

Key Requirements

  • •Bachelor's degree required (associate degree plus 4 years, or high school diploma plus 6 years may be considered in lieu of a bachelor's).
  • •3+ years of financial counseling experience.
  • •Must be a U.S. citizen and speak fluent English (bilingual in English and Spanish if required by the contract).
  • •Obtain a favorably adjudicated Tier 2 investigation.
  • •Hold one of: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
Experience:3+ yearsFinancial counselingMilitaryDoD
Education:Bachelor's
Skills:CommunicationCounselingPresentationCoordinationSupervision
Licenses:Driver License
Certifications:Accredited Financial Counselor (AFC)Certified Financial Planner (CFP)Chartered Financial Consultant (ChFC)
Languages:EnglishSpanish

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