Personal Financial Counselor; Orlando, FL

Magellan Health Services
Orlando
Workplace: OnsiteFull timeUSD 58,440 - 93,500Function: Legal, Risk & ComplianceExperience: 3+ yearsEducation: bachelorsSkills: ["Communication","Presentation delivery","Counseling","Program coordination","Supervision"]

Provide personal financial counseling to military service members and their families at assigned installations. Deliver one-on-one and consultation-based counseling, conduct briefings, presentations, and referral resources, and develop accessible financial materials. Coordinate and lead Personal Financial Management classes/workshops across the military lifecycle, respond to age-appropriate requests, and support program scope through installation and military branch points of contact. Utilize virtual counseling tools when authorized and manage duty-to-warn situations per DoD protocol.

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Magellan Health Services
Magellan Health Services
1 month ago

Personal Financial Counselor; Orlando, FL

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Last checked: 3 hours agoStatus: Live

Job Summary

Provide personal financial counseling to military service members and their families at assigned installations. Deliver one-on-one and consultation-based counseling, conduct briefings, presentations, and referral resources, and develop accessible financial materials. Coordinate and lead Personal Financial Management classes/workshops across the military lifecycle, respond to age-appropriate requests, and support program scope through installation and military branch points of contact. Utilize virtual counseling tools when authorized and manage duty-to-warn situations per DoD protocol.
Location: Orlando
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 assigned military installations.
  • •Assist in developing spending plans for extended absences.
  • •Develop and make available informational financial materials for service members and families.
  • •Coordinate, publicize, and provide Personal Financial Management classes/workshops across the military lifecycle.
  • •Use virtual counseling/electronic communication modes when authorized and manage duty to warn situations per DoD protocol.

Pay and Benefits

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

Key Requirements

  • •Bachelor’s degree required (may consider associate degree plus 4 years’ experience or high school diploma plus 6 years’ experience in lieu of a bachelor’s).
  • •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.
  • •Be able to obtain a favorably adjudicated Tier 2 investigation and pass the OCI process; must have AFC, CFP, or ChFC certification.
Experience:3+ yearsFinancial counselingMilitary services
Education:Bachelor's
Skills:CommunicationPresentation deliveryCounselingProgram coordinationSupervision
Licenses:Driver License
Certifications:AFC - Accredited Financial CounselorCFP - Certified Financial PlannerChFC - Chartered Financial Consultant
Languages:EnglishSpanish
Tech Stack:Secure online chatVideo 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