Personal Financial Counselor; Youngstown, OH

Magellan Health Services
Vienna
Workplace: OnsiteFull timeUSD 58,440 - 93,500 annuallyFunction: Legal, Risk & ComplianceExperience: 3+ yearsEducation: bachelorsSkills: ["Communication","Coordination","Supervision","Problem-solving","Presentations"]

Provide comprehensive personal financial counseling to service members and their families at assigned military installations. Deliver one-on-one counseling, facilitate spending plans for extended absences, create and distribute financial education materials, and coordinate personal financial management classes and briefings across key moments in the military lifecycle. Work with installation and military branch POCs to ensure the program meets scope and needs, using virtual counseling methods when authorized, and support DoD “duty to warn” processes.

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Magellan Health Services
Magellan Health Services
1 month ago

Personal Financial Counselor; Youngstown, OH

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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 7 months ago

Job Summary

Provide comprehensive personal financial counseling to service members and their families at assigned military installations. Deliver one-on-one counseling, facilitate spending plans for extended absences, create and distribute financial education materials, and coordinate personal financial management classes and briefings across key moments in the military lifecycle. Work with installation and military branch POCs to ensure the program meets scope and needs, using virtual counseling methods when authorized, and support DoD “duty to warn” processes.
Location: Vienna
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 service members in creating spending plans for extended absences.
  • •Develop and provide informational financial materials for service members and families.
  • •Coordinate and deliver Personal Financial Management classes/workshops and respond to requests for age-appropriate seminars.
  • •Use virtual or electronic counseling methods as needed, communicate with leadership, participate in supervision and training, and manage DoD “duty to warn” situations.

Pay and Benefits

Salary: USD 58,440 - 93,500 annually
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 in lieu of a bachelor’s).
  • •3+ years of financial counseling experience.
  • •Must be a U.S. citizen and speak fluent English; bilingual English/Spanish if required by the contract.
  • •Be able to obtain a favorably adjudicated Tier 2 investigation and pass the Congressionally Mandated Disclosures for OCI process.
  • •Hold one of: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
Experience:3+ years
Education:Bachelor's
Skills:CommunicationCoordinationSupervisionProblem-solvingPresentations
Licenses:Driver License
Certifications:AFCCFPChFC
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