Personal Financial Counselor; Fort Wayne, IN

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

Provide comprehensive personal financial counseling services to military members and their families at Fort Wayne military installations. Responsibilities include one-on-one coaching, group briefings, budgeting guidance for deployments, development of financial materials, and coordinating a range of Personal Financial Management classes. Utilize virtual counseling tools when needed and liaise with installation leadership to ensure program alignment with DoD requirements.

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Magellan Health Services
Magellan Health Services
2 months ago

Personal Financial Counselor; Fort Wayne, IN

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 15 days agoStatus: Live
Reposted: similar role first listed 8 months ago

Job Summary

Provide comprehensive personal financial counseling services to military members and their families at Fort Wayne military installations. Responsibilities include one-on-one coaching, group briefings, budgeting guidance for deployments, development of financial materials, and coordinating a range of Personal Financial Management classes. Utilize virtual counseling tools when needed and liaise with installation leadership to ensure program alignment with DoD requirements.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Legal, Risk & Compliance

Key Responsibilities

  • •Provides personal financial counseling and management services directly to service members and their families.
  • •Assists service members in establishing a spending plan for extended absences.
  • •Develops and makes available informational financial materials to service members and families.
  • •Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops.
  • •Utilizes virtual counseling or other electronic modes of communication (web-based, secure chat, video teleconference) as authorized by the contract.

Pay and Benefits

Salary: USD 58,440 - 93,500 annually

Key Requirements

  • •Bachelor's degree required (or acceptable combination with related experience)
  • •3+ years of financial counseling experience
  • •Must be a U.S. citizen and fluent in English
  • •If required by contract, bilingual in English and Spanish
  • •Must have AFC, CFP, or ChFC certification
Experience:3+ yearsMilitary
Education:Bachelor's
Skills:CommunicationPresentationTrainingEmpathyProblem-solving
Licenses:DL
Certifications:AFCCFPChFC
Languages:EnglishSpanish
Tech Stack:Video conferencingSecure online chatTeleconference

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