Personal Financial Counselor; Moody AFB, GA

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

Provide personal financial counseling services to military service members and their families at Moody Air Force Base. Deliver one-on-one counseling, briefings, and referrals, and help establish spending plans for extended absences. Develop and distribute financial education materials and coordinate personal financial management classes and workshops across the military lifecycle. Work closely with installation and military POCs, use virtual counseling methods when authorized, and participate in supervision, training, and quality activities.

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Magellan Health Services
Magellan Health Services
2 days ago

Personal Financial Counselor; Moody AFB, GA

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Last checked: 16 hours agoStatus: Live
Reposted: similar role first listed 6 months ago

Job Summary

Provide personal financial counseling services to military service members and their families at Moody Air Force Base. Deliver one-on-one counseling, briefings, and referrals, and help establish spending plans for extended absences. Develop and distribute financial education materials and coordinate personal financial management classes and workshops across the military lifecycle. Work closely with installation and military POCs, use virtual counseling methods when authorized, and participate in supervision, training, and quality activities.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Legal, Risk & Compliance
Seniority: Mid level

Key Responsibilities

  • •Deliver personal financial counseling services to service members and families, including one-on-one counseling, consultations, briefings, and referrals.
  • •Assist service members with 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/workshops across the military lifecycle and respond to age-appropriate requests.
  • •Coordinate with installation and military branch POCs, manage duty-to-warn situations, and participate in supervision, training, and quality improvement activities.

Pay and Benefits

Salary: USD 58,440 - 93,500 annually
Perks:Health InsuranceLife Insurance

Key Requirements

  • •Bachelor's degree required; may consider an associate degree plus 4 years of experience or a high school diploma plus 6 years of experience 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, must be bilingual in English and Spanish.
  • •Obtain a favorably adjudicated Tier 2 investigation and complete the OCI process.
  • •Must have an AFC, CFP, or ChFC certification.
Experience:3+ yearsMilitaryFinancial counseling
Education:Bachelor's
Skills:CommunicationCounselingPresentation skillsCoordinationSupervision
Licenses:Driver License
Certifications:Accredited Financial Counselor (AFC)Certified Financial Planner (CFP)Chartered Financial Consultant (ChFC)
Languages:EnglishSpanish
Tech Stack:Secure online chatVideo 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