Personal Financial Counselor - National Guard, Louisville, KY

Magellan Health Services
Louisville
Workplace: OnsiteFull timeUSD 58,440 - 93,500Function: Legal, Risk & ComplianceEducation: bachelorsSkills: ["Communication","Counseling","Presentation"]

Provide personal financial counseling to military service members and their families at assigned National Guard installations. Deliver one-on-one counseling, briefings, consultations, and referrals, and help clients create spending plans for extended absences. Develop and distribute financial education materials, coordinate and publicize financial management classes across the military lifecycle, and support virtual counseling when authorized. Partner with installation and branch point-of-contact staff to ensure the program meets installation needs and complies with DoD protocols.

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Magellan Health Services
Magellan Health Services
3 months ago

Personal Financial Counselor - National Guard, Louisville, KY

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 14 days agoStatus: Live
Reposted: similar role first listed 9 months ago

Job Summary

Provide personal financial counseling to military service members and their families at assigned National Guard installations. Deliver one-on-one counseling, briefings, consultations, and referrals, and help clients create spending plans for extended absences. Develop and distribute financial education materials, coordinate and publicize financial management classes across the military lifecycle, and support virtual counseling when authorized. Partner with installation and branch point-of-contact staff to ensure the program meets installation needs and complies with DoD protocols.
Location: Louisville
Workplace: Onsite
Employment Type: Full time
Job Function: Legal, Risk & Compliance

Key Responsibilities

  • •Deliver the full breadth of personal financial counseling services to service members and their families at military installations.
  • •Assist clients in establishing spending plans for extended absences.
  • •Develop and provide informational financial materials and coordinate financial management classes/workshops across the military lifecycle.
  • •Work closely with installation and military branch points of contact to ensure the program is within scope and meets installation needs.
  • •Provide virtual counseling using secure electronic modes when authorized and manage duty to warn situations per DoD protocol.

Pay and Benefits

Salary: USD 58,440 - 93,500

Key Requirements

  • •Bachelor's degree required.
  • •3+ years of financial counseling experience.
  • •Must be a U.S. citizen and speak fluent English.
  • •Be able to obtain a favorably adjudicated Tier 2 investigation and pass the OCI process.
  • •Must have one of: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
Experience:Financial counselingMilitary
Education:Bachelor's
Skills:CommunicationCounselingPresentation
Licenses:Driver License
Certifications:AFCCFPChFC
Languages:EnglishSpanish
Tech Stack:Video 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