Personal Financial Counselor, Rio Rancho, NM

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

Provide personal financial counseling services to military service members and their families at assigned installations. Deliver one-on-one counseling, consultations, briefings, workshops, and referrals, and develop financial education materials. Coordinate with installation and military branch POCs to ensure the program meets installation needs, support duty-to-warn processes, and participate in supervision, training, and quality improvement activities. Also assist with spending plans for extended absences and ensure compliance with security and conflict-of-interest requirements.

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Magellan Health Services
Magellan Health Services
1 month ago

Personal Financial Counselor, Rio Rancho, NM

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live
Reposted: similar role first listed 7 months ago

Job Summary

Provide personal financial counseling services to military service members and their families at assigned installations. Deliver one-on-one counseling, consultations, briefings, workshops, and referrals, and develop financial education materials. Coordinate with installation and military branch POCs to ensure the program meets installation needs, support duty-to-warn processes, and participate in supervision, training, and quality improvement activities. Also assist with spending plans for extended absences and ensure compliance with security and conflict-of-interest requirements.
Location: United States
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 service members and families at military installations.
  • •Conduct one-on-one counseling, consultations, briefings/presentations, and provide referral resources as appropriate.
  • •Assist service members in establishing spending plans for extended absences.
  • •Develop and provide informational financial materials and coordinate/publicize personal financial management classes and workshops across the military lifecycle.
  • •Work with installation and military branch POCs, manage duty-to-warn situations per DoD protocol, and participate in supervision, in-services, and quality improvement activities.

Pay and Benefits

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

Key Requirements

  • •Bachelor's degree required; may consider an associate degree plus 4 years' experience, or a high school diploma plus 6 years' experience in lieu of a bachelor's degree.
  • •3+ years of financial counseling experience.
  • •Must be a U.S. citizen and speak fluent English; if required by contract, must be bilingual in English and Spanish.
  • •Be able to obtain a favorably adjudicated Tier 2 investigation and pass the OCI process.
  • •Must hold one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
Experience:3+ years
Education:Bachelor's
Skills:CommunicationCounselingTraining deliveryCoordinationCompliance
Licenses:Driver License (valid in state)
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