Personal Financial Counselor; Fort Riley, KS

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

Provide personal financial counseling to service members and their families at military installations, delivering one-on-one guidance, consultations, and briefings while developing spending plans and making financial education materials available. Coordinate with installation and military branch points of contact, run personal financial management classes and workshops across the military lifecycle, and support requests for age-appropriate seminars. Use virtual counseling tools when authorized and maintain compliance with DoD protocols and required security processes.

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Magellan Health Services
Magellan Health Services
1 month ago

Personal Financial Counselor; Fort Riley, KS

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live
Reposted: similar role first listed 4 months ago

Job Summary

Provide personal financial counseling to service members and their families at military installations, delivering one-on-one guidance, consultations, and briefings while developing spending plans and making financial education materials available. Coordinate with installation and military branch points of contact, run personal financial management classes and workshops across the military lifecycle, and support requests for age-appropriate seminars. Use virtual counseling tools when authorized and maintain compliance with DoD protocols and required security processes.
Location: United States
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 their families at assigned military installations.
  • •Assist with establishing spending plans for extended absences.
  • •Develop and provide informational financial materials to service members and families.
  • •Coordinate and deliver personal financial management classes/workshops and respond to requests for age-appropriate seminars.
  • •Use virtual counseling/electronic communication modes when authorized, manage DoD duty-to-warn situations, and participate in supervision, training, and quality activities as assigned.

Pay and Benefits

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

Key Requirements

  • •Bachelor's degree required (associate degree + 4 years or high school diploma + 6 years may be considered in lieu).
  • •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.
  • •Must have one of: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
Experience:3+ years
Education:Bachelor's
Skills:CommunicationCounselingCoordinationPresentation delivery
Licenses:Driver License
Certifications:AFCCFPChFC
Languages:EnglishSpanish
Tech Stack:Web basedSecure online chatVideo-based communicationsSecure 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