Personal Financial Counselor - Birmingham, AL

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

Provide personal financial counseling and management services to military service members and their families at assigned installations. Deliver one-on-one counseling, consultations, briefings, and referrals, and develop financial materials and age-appropriate workshops across the military lifecycle. Coordinate with installation and branch points of contact to ensure the program is within scope and meets installation needs, including duties tied to DoD “duty to warn” protocols and ongoing supervision/training.

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Magellan Health Services
Magellan Health Services
2 days ago

Personal Financial Counselor - Birmingham, AL

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Source: Company careers pageValidated by: Fursa AI
Last checked: 12 hours agoStatus: Live
Reposted: similar role first listed 6 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, and referrals, and develop financial materials and age-appropriate workshops across the military lifecycle. Coordinate with installation and branch points of contact to ensure the program is within scope and meets installation needs, including duties tied to DoD “duty to warn” protocols and ongoing supervision/training.
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 military service members and families at assigned installations.
  • •Conduct one-on-one counseling, consultations, briefings/presentations, and provide referral resources outside counseling sessions.
  • •Assist service members in establishing a spending plan for extended absences.
  • •Develop and provide informational financial materials and coordinate publicize and deliver Personal Financial Management classes/workshops across the military lifecycle.
  • •Work with installation and branch points of contact, 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
Perks:Health InsuranceLife Insurance

Key Requirements

  • •Bachelor's degree required; may consider associate degree plus 4 years or high school diploma plus 6 years in lieu of a bachelor's.
  • •3+ years of financial counseling experience.
  • •Must be a U.S. citizen and speak fluent English.
  • •Obtain a favorably adjudicated Tier 2 investigation and be able to pass the OCI process.
  • •Must have one of: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
Experience:3+ yearsMilitaryFinancial counseling
Education:Bachelor's
Skills:CommunicationPresentationSupervisionCoordinationCounseling
Licenses:Driver License
Certifications:Accredited Financial Counselor (AFC)Certified Financial Planner (CFP)Chartered Financial Consultant (ChFC)
Languages:EnglishSpanish
Tech Stack:Secure online chatVideo-based communicationsSecure video teleconferenceWeb based virtual counseling

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