Personal Financial Counselor- Assignment Ready Counselor, Illinois

Magellan Health Services
United States
Workplace: OnsitePart timeUSD 58,440 - 93,500Function: Legal, Risk & ComplianceExperience: 3+ yearsEducation: bachelorsSkills: ["Communication","Briefing","Presentation","Supervision participation"]

Provide personal financial counseling to U.S. service members and their families at military installations, delivering one-on-one sessions, education, briefings, and workshop content across the military lifecycle. Support short-term surge coverage due to post-deployment needs or absent counselors, coordinate with installation and military points of contact to keep the program in scope, and use virtual counseling and secure communication tools when authorized.

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Magellan Health Services
Magellan Health Services
1 month ago

Personal Financial Counselor- Assignment Ready Counselor, Illinois

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live
Reposted: similar role first listed 6 months ago

Job Summary

Provide personal financial counseling to U.S. service members and their families at military installations, delivering one-on-one sessions, education, briefings, and workshop content across the military lifecycle. Support short-term surge coverage due to post-deployment needs or absent counselors, coordinate with installation and military points of contact to keep the program in scope, and use virtual counseling and secure communication tools when authorized.
Location: United States
Workplace: Onsite
Employment Type: Part time
Job Function: Legal, Risk & Compliance
Seniority: Mid level

Key Responsibilities

  • •Deliver personal financial counseling and management services to service members and their families.
  • •Help service members establish spending plans for extended absences.
  • •Develop and provide informational financial materials to service members and families.
  • •Coordinate, publicize, and deliver Personal Financial Management classes/workshops across the military lifecycle.
  • •Respond to requests for age-appropriate classes and manage virtual counseling/secure electronic communication modes when authorized.

Pay and Benefits

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

Key Requirements

  • •Bachelor's degree required (associate degree plus 4 years or high school diploma plus 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 and pass the OCI process.
  • •Hold one of these certifications: AFC, CFP, or ChFC.
Experience:3+ years
Education:Bachelor's
Skills:CommunicationBriefingPresentationSupervision participation
Certifications:Accredited Financial Counselor (AFC)Certified Financial Planner (CFP)Chartered Financial Consultant (ChFC)
Languages:EnglishSpanish
Tech Stack:Virtual counselingSecure 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