Personal Financial Counselor

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

Provide comprehensive personal financial counseling and education to service members and their families at military installations. Deliver one-on-one counseling, group workshops, and budgeting guidance; utilize virtual counseling when needed; coordinate with DoD and installation leadership to ensure program alignment and impact across the military lifecycle.

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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. Deliver one-on-one counseling, group workshops, and budgeting guidance; utilize virtual counseling when needed; coordinate with DoD and installation leadership to ensure program alignment and impact across the military lifecycle.
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 distribute informational financial materials to service members and families.
  • •Coordinate, publicize and conduct Personal Financial Management classes/workshops across the military lifecycle.
  • •Utilize virtual counseling and other electronic modes of communication as required by the program.

Pay and Benefits

Salary: USD 58,440 - 93,500 annually

Key Requirements

  • •Bachelor's degree required; or combination of education and experience considered
  • •3+ years of financial counseling experience
  • •Must be a U.S. citizen and speak fluent English
  • •If required by contract, bilingual in English and Spanish
  • •Must have AFC/ CFP / ChFC certification or equivalent
Experience:3+ yearsFinancial counselingMilitary
Education:Bachelor's
Skills:CommunicationCounselingInterpersonal
Licenses:Driver License
Certifications:AFCCFPChFC
Languages:EnglishSpanish

Eligibility

Nationality:US National

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