Personal Financial Counselor - Army National Guard, Brooklyn, NY

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

Provide personal financial counseling and management services to Army National Guard service members and their families at assigned installations. Deliver one-on-one counseling, consult with leadership or other providers, and conduct briefings, presentations, and referrals. Develop and share financial education materials, coordinate personal financial management classes and workshops across the military lifecycle, and support virtual counseling via secure online communication. Collaborate with installation and branch points of contact to ensure the program meets installation needs.

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Magellan Health Services
Magellan Health Services
1 week ago

Personal Financial Counselor - Army National Guard, Brooklyn, NY

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Last checked: 3 hours agoStatus: Live
Reposted: similar role first listed 6 months ago

Job Summary

Provide personal financial counseling and management services to Army National Guard service members and their families at assigned installations. Deliver one-on-one counseling, consult with leadership or other providers, and conduct briefings, presentations, and referrals. Develop and share financial education materials, coordinate personal financial management classes and workshops across the military lifecycle, and support virtual counseling via secure online communication. Collaborate with installation and branch points of contact to ensure the program meets installation needs.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Legal, Risk & Compliance
Seniority: Mid level

Key Responsibilities

  • •Provide personal financial counseling and management services directly to service members and their families.
  • •Assist service members in creating spending plans for extended absences.
  • •Develop and provide informational financial materials to service members and families.
  • •Coordinate, publicize, and deliver personal financial management classes/workshops across the military lifecycle, including pre- and post-deployment.
  • •Provide virtual counseling using secure online chat or video teleconference (when authorized) and manage duty to warn situations per DoD protocol.

Pay and Benefits

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

Key Requirements

  • •Bachelor's degree required; may substitute associate degree plus 4 years' experience, or a high school diploma plus 6 years' experience.
  • •3+ years of financial counseling experience.
  • •Must be a U.S. citizen and speak fluent English.
  • •If required by the contract, be bilingual in English and Spanish.
  • •Obtain a favorably adjudicated Tier 2 investigation and pass the organizational conflicts of interest (OCI) process; must have AFC, CFP, or ChFC certification.
Experience:3+ years
Education:Bachelor's
Skills:CommunicationSupervisionAttention to compliance
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 investigation

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