Personal Financial Counselor; Jackson, MS

Magellan Health Services
Jackson
Workplace: OnsiteFull timeUSD 58,440 - 93,500 annuallyFunction: Legal, Risk & ComplianceExperience: 3+ yearsEducation: bachelorsSkills: ["Communication","Coordination","Presentation skills","Program support","Supervision"]

Provide personal financial counseling to military service members and their families at assigned installations. Deliver one-on-one counseling, consultations, briefings, referrals, and educational materials, and coordinate personal financial management classes and workshops across the military lifecycle. Use virtual counseling and secure electronic communication modes when needed, support program scope with installation and military POCs, and maintain compliance with DoD processes and duty-to-warn protocols.

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Magellan Health Services
Magellan Health Services
3 months ago

Personal Financial Counselor; Jackson, MS

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Source: Company careers pageValidated by: Fursa AI
Last checked: 13 days agoStatus: Live
Reposted: similar role first listed 6 months ago

Job Summary

Provide personal financial counseling to military service members and their families at assigned installations. Deliver one-on-one counseling, consultations, briefings, referrals, and educational materials, and coordinate personal financial management classes and workshops across the military lifecycle. Use virtual counseling and secure electronic communication modes when needed, support program scope with installation and military POCs, and maintain compliance with DoD processes and duty-to-warn protocols.
Location: Jackson
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.
  • •Assist service members in establishing spending plans for extended absences.
  • •Develop and make available informational financial materials for service members and families.
  • •Coordinate, publicize, and deliver personal financial management classes and workshops across the military lifecycle.
  • •Communicate with leadership and participate in supervision, training, and quality improvement activities; 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 (associate degree + 4 years' experience, or high school diploma + 6 years' experience may be considered in lieu of bachelor's).
  • •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 one of: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
Experience:3+ years
Education:Bachelor's
Skills:CommunicationCoordinationPresentation skillsProgram supportSupervision
Licenses:DL
Certifications:AFCCFPChFC
Languages:EnglishSpanish
Tech Stack:Secure online chatVideo-based communicationsVideo teleconference

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