Personal Financial Counselor; Greenville, SC

Magellan Health Services
United States
Workplace: OnsiteFull time58,440 - 93,500 annuallyFunction: Legal, Risk & ComplianceExperience: 3+ yearsEducation: bachelorsSkills: ["Communication","Public speaking","Training","Empathy"]

Provide personal financial counseling and education to service members and their families at military installations. Deliver one-on-one counseling, conduct workshops, and develop materials; coordinate with DoD requirements and use virtual/secure communications as needed. Collaborate with installation leadership and POCs to ensure program scope and impact, including budgeting, spending plans, and lifecycle topics across deployments.

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Magellan Health Services
Magellan Health Services
2 months ago

Personal Financial Counselor; Greenville, SC

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 15 days agoStatus: Live
Reposted: similar role first listed 7 months ago

Job Summary

Provide personal financial counseling and education to service members and their families at military installations. Deliver one-on-one counseling, conduct workshops, and develop materials; coordinate with DoD requirements and use virtual/secure communications as needed. Collaborate with installation leadership and POCs to ensure program scope and impact, including budgeting, spending plans, and lifecycle topics across deployments.
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 and deliver Personal Financial Management classes/workshops across the military lifecycle.
  • •Utilize virtual counseling and secure communications as required by contract.

Pay and Benefits

Salary: 58,440 - 93,500 annually

Key Requirements

  • •Bachelor's degree required; combination of education and work experience may be considered.
  • •3+ years of financial counseling experience.
  • •Must be a U.S. citizen and fluent in English; bilingual in English and Spanish may be required by contract.
  • •Must have AFC, CFP, or ChFC certification.
  • •Be able to obtain a favorable Tier 2 background investigation.
Experience:3+ yearsMilitaryGovernment
Education:Bachelor's
Skills:CommunicationPublic speakingTrainingEmpathy
Certifications:AFCCFPChFC
Languages:EnglishSpanish
Tech Stack:Video conferencingSecure online chatWeb-based counseling

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