Personal Financial Counselor; Homestead, FL

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

Provide comprehensive personal financial counseling to service members and their families at military installations. Deliver one-on-one guidance, group briefings, and educational resources; tailor spending plans for deployments; develop and share financial materials; coordinate Personal Financial Management classes; utilize virtual counseling tools as required to support DoD programs and installation needs.

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Magellan Health Services
Magellan Health Services
3 months ago

Personal Financial Counselor; Homestead, FL

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 21 days agoStatus: Live
Reposted: similar role first listed 9 months ago

Job Summary

Provide comprehensive personal financial counseling to service members and their families at military installations. Deliver one-on-one guidance, group briefings, and educational resources; tailor spending plans for deployments; develop and share financial materials; coordinate Personal Financial Management classes; utilize virtual counseling tools as required to support DoD programs and installation needs.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Legal, Risk & Compliance
Seniority: Mid level

Key Responsibilities

  • •Provide personal financial counseling and management services directly to service members and their families.
  • •Assist service members in establishing a spending plan for extended absences.
  • •Develop and distribute informational financial materials for service members and families.
  • •Coordinate, publicize and deliver Personal Financial Management classes/workshops across the military lifecycle.
  • •Utilize virtual counseling tools (web-based, secure chat, or video) when required by program offices.

Pay and Benefits

Salary: USD 58,440 - 93,500 annually

Key Requirements

  • •Bachelor's degree required; may consider associate degree with 4 years' experience or high school diploma with 6 years' experience in lieu of bachelor's
  • •3+ years of financial counseling experience
  • •Must be a U.S. citizen and fluent in English; bilingual in English and Spanish if contracts require
  • •One of AFC, CFP, or ChFC certifications
  • •Ability to obtain a favorable Tier 2 background investigation and pass OCI disclosures
Experience:3+ yearsMilitaryDoDFederal governmentCounseling
Education:Bachelor's
Skills:CommunicationInterpersonalPresentation
Licenses:Driver License
Certifications:AFCCFPChFC
Languages:EnglishSpanish

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