Personal Financial Counselor; Assignment Ready Counselor- Ohio

Magellan Health Services
United States
Workplace: OnsitePart timeUSD 58,440 - 93,500Function: Legal, Risk & ComplianceExperience: 3+ yearsEducation: bachelorsSkills: ["Communication","Supervision","Training coordination","Counseling","Information sharing"]

Provide personal financial counseling and management services to military service members and their families at installations, including one-on-one counseling, consultation with leadership or providers, and briefings/presentations. Assist with spending plans for extended absences, develop and deliver informational materials, and coordinate Personal Financial Management classes and workshops across the military lifecycle. Support virtual counseling and manage duty-to-warn situations per DoD protocol.

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Magellan Health Services
Magellan Health Services
1 month ago

Personal Financial Counselor; Assignment Ready Counselor- Ohio

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 14 days agoStatus: Live
Reposted: similar role first listed 4 months ago

Job Summary

Provide personal financial counseling and management services to military service members and their families at installations, including one-on-one counseling, consultation with leadership or providers, and briefings/presentations. Assist with spending plans for extended absences, develop and deliver informational materials, and coordinate Personal Financial Management classes and workshops across the military lifecycle. Support virtual counseling and manage duty-to-warn situations per DoD protocol.
Location: United States
Workplace: Onsite
Employment Type: Part time
Job Function: Legal, Risk & Compliance
Seniority: Mid level

Key Responsibilities

  • •Provide personal financial counseling and management services to service members and families.
  • •Assist service members in establishing spending plans for extended absences.
  • •Develop and make available informational financial materials for service members and families.
  • •Coordinate, publicize, and deliver Personal Financial Management classes/workshops across the military lifecycle.
  • •Utilize virtual counseling methods when authorized and manage duty to warn situations per DoD protocol.

Pay and Benefits

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

Key Requirements

  • •Bachelor's degree required (or associate degree plus 4 years’ experience, or high school diploma plus 6 years’ experience).
  • •3+ years of financial counseling experience.
  • •Must be a U.S. citizen and speak fluent English.
  • •Must 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:CommunicationSupervisionTraining coordinationCounselingInformation sharing
Licenses:Driver License
Certifications:Accredited Financial Counselor (AFC)Certified Financial Planner (CFP)Chartered Financial Consultant (ChFC)
Languages:EnglishSpanish
Tech Stack:Web basedSecure online chatVideo-based communicationsSecure video teleconference

Eligibility

Nationality:U.S. National

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