Personal Financial Counselor

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

Provide personal financial counseling to military service members and their families at assigned installations. Deliver one-on-one counseling, consultations, briefings, and referrals, and help clients create spending plans for extended absences. Develop and distribute financial education materials and coordinate Personal Financial Management classes and workshops across key military lifecycle events. Use virtual or electronic counseling methods when authorized and contribute to supervision, training, and quality improvement activities.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Magellan Health Services
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: 26 days agoStatus: Live

Job Summary

Provide personal financial counseling to military service members and their families at assigned installations. Deliver one-on-one counseling, consultations, briefings, and referrals, and help clients create spending plans for extended absences. Develop and distribute financial education materials and coordinate Personal Financial Management classes and workshops across key military lifecycle events. Use virtual or electronic counseling methods when authorized and contribute to supervision, training, and quality improvement activities.
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 with creating spending plans for extended absences.
  • •Develop and provide informational financial materials for service members and families.
  • •Coordinate, publicize, and deliver Personal Financial Management classes and workshops across the military lifecycle.
  • •Deliver virtual/electronic counseling methods when authorized, and manage duty-to-warn situations per DoD protocol while participating in supervision and training.

Pay and Benefits

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

Key Requirements

  • •Bachelor's degree required (or associate degree with 4 years' experience; or high school diploma with 6 years' experience).
  • •3+ years of financial counseling experience.
  • •Must be a U.S. citizen and speak fluent English.
  • •If required by the contract, must be bilingual in English and Spanish.
  • •Must have AFC, CFP, or ChFC certification and be able to obtain a favorably adjudicated Tier 2 investigation.
Experience:3+ years
Education:Bachelor's
Skills:CommunicationCounselingPresentationSupervision participationTraining participation
Licenses:Driver License
Certifications:AFCCFPChFC
Languages:EnglishSpanish

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