Personal Financial Counselor; Fort Gillem, GA

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

Provide in-person personal financial counseling to military service members and their families at assigned installations. Deliver one-on-one counseling, briefings, workshops, and referrals, and work with installation and military branch points of contact to ensure the program meets local needs. Support spending plans for extended absences, develop financial education materials, and coordinate age-appropriate classes. Use virtual counseling tools when authorized and participate in supervision, training, and quality activities.

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Magellan Health Services
Magellan Health Services
2 months ago

Personal Financial Counselor; Fort Gillem, GA

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 days agoStatus: Live
Reposted: similar role first listed 8 months ago

Job Summary

Provide in-person personal financial counseling to military service members and their families at assigned installations. Deliver one-on-one counseling, briefings, workshops, and referrals, and work with installation and military branch points of contact to ensure the program meets local needs. Support spending plans for extended absences, develop financial education materials, and coordinate age-appropriate classes. Use virtual counseling tools when authorized and participate in supervision, training, and quality activities.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Legal, Risk & Compliance
Seniority: Mid level

Key Responsibilities

  • •Provide personal financial counseling services to service members and families at assigned military installations.
  • •Deliver one-on-one counseling, consultation with commanders or providers/staff, briefings/presentations, and referral resources.
  • •Coordinate and conduct personal financial management classes/workshops across the military lifecycle (arrival, pre- and post-deployment, and related events).
  • •Develop and provide informational financial materials to service members and families.
  • •Communicate with leadership and participate in individual and group supervision, training, and assigned quality improvement/contract activities.

Pay and Benefits

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

Key Requirements

  • •Bachelor's degree required (may consider associate degree plus 4 years, or high school diploma plus 6 years in lieu of bachelor's).
  • •3+ years of financial counseling experience.
  • •Must be a U.S. citizen and speak fluent English.
  • •Obtain a favorably adjudicated Tier 2 investigation.
  • •Hold one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
Experience:3+ years
Education:Bachelor's
Skills:Financial counselingPresentationCommunicationProgram coordinationSupervision
Licenses:Driver License - Valid In State
Certifications:AFC - Accredited Financial CounselorCFP - Certified Financial PlannerChFC - Chartered Financial Consultant
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