Personal Financial Counselor; Cincinnati, OH

Magellan Health Services
Cincinnati
Workplace: OnsiteFull timeUSD 58,440 - 93,500 annuallyFunction: Legal, Risk & ComplianceExperience: 3+ yearsEducation: bachelorsSkills: ["Communication","Counseling","Presentation delivery","Program coordination","Supervision"]

Provide personal financial counseling and management services to military service members and their families at assigned installations. Deliver one-on-one and group education, briefings, and workshops across the military lifecycle, including pre- and post-deployment topics. Coordinate with installation and military branch points of contact to ensure the program stays within scope and meets local needs, and support virtual counseling using secure electronic communications. Participate in supervision, training, and quality-improvement activities.

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Magellan Health Services
Magellan Health Services
1 month ago

Personal Financial Counselor; Cincinnati, OH

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Source: Company careers pageValidated by: Fursa AI
Last checked: 13 days agoStatus: Live
Reposted: similar role first listed 4 months ago

Job Summary

Provide personal financial counseling and management services to military service members and their families at assigned installations. Deliver one-on-one and group education, briefings, and workshops across the military lifecycle, including pre- and post-deployment topics. Coordinate with installation and military branch points of contact to ensure the program stays within scope and meets local needs, and support virtual counseling using secure electronic communications. Participate in supervision, training, and quality-improvement activities.
Location: Cincinnati
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 establishing a spending plan for extended absences.
  • •Develop and provide informational financial materials and counseling resources to participants.
  • •Coordinate, publicize, and deliver Personal Financial Management classes/workshops across the military lifecycle.
  • •Use virtual or other electronic modes of communication when applicable, and manage duty to warn situations according to DoD protocol.

Pay and Benefits

Salary: USD 58,440 - 93,500 annually

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.
  • •3+ years of financial counseling experience.
  • •Must be a U.S. citizen and speak fluent English.
  • •If required by the contract, must be bilingual in English and Spanish.
  • •Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
Experience:3+ yearsMilitaryFinancial counseling
Education:Bachelor's
Skills:CommunicationCounselingPresentation deliveryProgram coordinationSupervision
Licenses:Driver License
Certifications:AFCCFPChFC
Languages:EnglishSpanish
Tech Stack:Secure online chatVideo teleconferenceVirtual counseling

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