Personal Financial Counselor - Davis-Monthan AFB Tucson, AZ

Magellan Health Services
Tucson
Workplace: OnsiteFull timeUSD 58,440 - 93,500 annuallyFunction: Legal, Risk & ComplianceExperience: 3+ yearsEducation: bachelorsSkills: ["Communication","Counseling","Coordination","Public speaking","Adherence to protocols"]

Provide personal financial counseling to service members and their families at military installations, delivering one-on-one and group support, consultations, and educational briefings. Coordinate with installation and military point-of-contact stakeholders to ensure the program meets local needs, develop and share financial materials, and lead classes/workshops across the military lifecycle. Use virtual and electronic counseling tools when authorized, while following DoD duty-to-warn protocols and participating in training and quality activities.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Magellan Health Services
Magellan Health Services
2 months ago

Personal Financial Counselor - Davis-Monthan AFB Tucson, AZ

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live
Reposted: similar role first listed 6 months ago

Job Summary

Provide personal financial counseling to service members and their families at military installations, delivering one-on-one and group support, consultations, and educational briefings. Coordinate with installation and military point-of-contact stakeholders to ensure the program meets local needs, develop and share financial materials, and lead classes/workshops across the military lifecycle. Use virtual and electronic counseling tools when authorized, while following DoD duty-to-warn protocols and participating in training and quality activities.
Location: Tucson
Workplace: Onsite
Employment Type: Full time
Job Function: Legal, Risk & Compliance
Seniority: Mid level

Key Responsibilities

  • •Provide the full breadth of personal financial counseling services to military service members and families at assigned installations.
  • •Deliver one-on-one counseling and consultations, including briefings, presentations, and referral resources outside counseling sessions.
  • •Develop and distribute informational financial materials for service members and families.
  • •Coordinate, publicize, and provide Personal Financial Management classes/workshops across the military lifecycle.
  • •Manage duty-to-warn situations per DoD protocol and participate in supervision, in-services/training, and quality improvement activities as assigned.

Pay and Benefits

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

Key Requirements

  • •Bachelor's degree required (associate degree + 4 years or high school diploma + 6 years may be considered in lieu).
  • •3+ years of financial counseling experience.
  • •Must be a U.S. citizen and speak fluent English.
  • •Must be able to obtain a favorably adjudicated Tier 2 investigation.
  • •Must have one of: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
Experience:3+ yearsMilitaryFinancial counseling
Education:Bachelor's
Skills:CommunicationCounselingCoordinationPublic speakingAdherence to protocols
Licenses:Driver License
Certifications:Accredited Financial Counselor (AFC)Certified Financial Planner (CFP)Chartered Financial Consultant (ChFC)
Languages:EnglishSpanish
Tech Stack:Web-basedSecure online chatVideo 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