Magellan Health Services

1 month ago

Personal Financial Counselor

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 4 hours agoStatus: Live

Job Summary

Provide personal financial counseling and management services to service members and their families at military installations. Develop spending plans, create informational materials, and coordinate a range of Personal Financial Management classes/workshops, including virtual counseling options, 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 make available informational financial materials to service members and families.
•Coordinate, publicize and provide a wide variety of Personal Financial Management classes/workshops across the military lifecycle.
•Respond to requests for age-appropriate classes or seminars.

Pay and Benefits

Salary: USD 58,440 - 93,500 annually

Key Requirements

•Bachelor's degree required; may consider an associate degree plus 4 years' experience in lieu of bachelor's degree; may consider high school diploma plus 6 years' experience in lieu of a bachelor's degree
•3+ years of financial counseling experience
•Must be a U.S. citizen and fluent in English; bilingual in English and Spanish may be required by contract
•Must pass Tier 2 investigation and Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI)
•Must have AFC, CFP, or ChFC certification

Experience:3+ yearsFinancial counselingCounselingDoD programs

Education:Bachelor's

Skills:CommunicationPresentationsCounselingTraining

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

Website LinkedIn

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Magellan Health Services

1 month ago

Personal Financial Counselor

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 4 hours agoStatus: Live

Job Summary

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 make available informational financial materials to service members and families.
•Coordinate, publicize and provide a wide variety of Personal Financial Management classes/workshops across the military lifecycle.
•Respond to requests for age-appropriate classes or seminars.

Pay and Benefits

Salary: USD 58,440 - 93,500 annually

Key Requirements

•Bachelor's degree required; may consider an associate degree plus 4 years' experience in lieu of bachelor's degree; may consider high school diploma plus 6 years' experience in lieu of a bachelor's degree
•3+ years of financial counseling experience
•Must be a U.S. citizen and fluent in English; bilingual in English and Spanish may be required by contract
•Must pass Tier 2 investigation and Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI)
•Must have AFC, CFP, or ChFC certification

Experience:3+ yearsFinancial counselingCounselingDoD programs

Education:Bachelor's

Skills:CommunicationPresentationsCounselingTraining

Certifications:AFCCFPChFC

Languages:EnglishSpanish

Company Brief

Magellan Health Services

Industry: HealthTech

Company Size: Enterprise (1,001+ employees)

Growth: Established Company

Funding: IPO / Publicly Listed

Headquarters: Scottsdale, United States

Founded: 1969

Website LinkedIn