Personal Financial Counselor; Winston-Salem, NC

Magellan Health Services
United States
Workplace: OnsiteFull timeUSD 58,440 - 93,500 annuallyFunction: Legal, Risk & ComplianceExperience: 3+ yearsEducation: bachelorsSkills: ["Communication","Training facilitation","Relationship management","Problem-solving"]

Provide personal financial counseling and management services to military service members and their families at assigned installations. Deliver one-on-one counseling, consultations, briefings, workshops, and referrals, while coordinating with installation and military POCs to ensure the program meets installation needs. Develop and distribute informational materials, manage duty-to-warn situations per DoD protocol, support virtual/electronic counseling as authorized, and share trends and issues through regular supervision and training.

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Magellan Health Services
Magellan Health Services
2 months ago

Personal Financial Counselor; Winston-Salem, NC

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Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live
Reposted: similar role first listed 7 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 counseling, consultations, briefings, workshops, and referrals, while coordinating with installation and military POCs to ensure the program meets installation needs. Develop and distribute informational materials, manage duty-to-warn situations per DoD protocol, support virtual/electronic counseling as authorized, and share trends and issues through regular supervision and training.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Legal, Risk & Compliance
Seniority: Mid level

Key Responsibilities

  • •Provide personal financial counseling services at assigned military installations for service members and their families.
  • •Deliver one-on-one counseling, consultations, briefings/presentations, and referrals as needed.
  • •Coordinate with installation and military branch points of contact to ensure the program stays within scope and meets installation needs.
  • •Develop and provide informational financial materials and facilitate Personal Financial Management classes/workshops across the military lifecycle.
  • •Use virtual counseling/electronic communication methods when authorized, manage duty-to-warn situations per DoD protocol, and participate in supervision, training, and quality activities.

Pay and Benefits

Salary: USD 58,440 - 93,500 annually

Key Requirements

  • •Bachelor's degree required; associate degree plus 4 years’ experience or high school diploma plus 6 years’ experience may be considered 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 the contract, must be bilingual in English and Spanish.
  • •Must have one of: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
Experience:3+ years
Education:Bachelor's
Skills:CommunicationTraining facilitationRelationship managementProblem-solving
Licenses:Driver License
Certifications:Accredited Financial Counselor (AFC)Certified Financial Planner (CFP)Chartered Financial Consultant (ChFC)
Languages:EnglishSpanish
Tech Stack:Web-based counselingSecure online chatVideo-based communicationsSecure video teleconference

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