Personal Financial Counselor; New Orleans, LA

Magellan Health Services
New Orleans
Workplace: OnsiteFull timeUSD 58,440 - 93,500 annuallyFunction: Legal, Risk & ComplianceExperience: 3+ yearsEducation: bachelorsSkills: ["Communication","Presentation","One-on-one counseling","Program coordination","Compliance mindset"]

Provide personal financial counseling services to military service members and their families at assigned installations. Deliver one-on-one counseling, briefings, classes and workshops across the military lifecycle, and coordinate program support with installation and military POCs. Support spending plan development for extended absences, develop and share informational financial materials, and use virtual counseling and secure electronic communication when authorized. Maintain compliance with DoD duty-to-warn and program quality activities.

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Magellan Health Services
Magellan Health Services
1 day ago

Personal Financial Counselor; New Orleans, LA

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 11 hours agoStatus: Live
Reposted: similar role first listed 6 months ago

Job Summary

Provide personal financial counseling services to military service members and their families at assigned installations. Deliver one-on-one counseling, briefings, classes and workshops across the military lifecycle, and coordinate program support with installation and military POCs. Support spending plan development for extended absences, develop and share informational financial materials, and use virtual counseling and secure electronic communication when authorized. Maintain compliance with DoD duty-to-warn and program quality activities.
Location: New Orleans
Workplace: Onsite
Employment Type: Full time
Job Function: Legal, Risk & Compliance
Seniority: Mid level

Key Responsibilities

  • •Provide full-scope personal financial counseling to service members and families at military installations.
  • •Deliver education and counseling services, including one-on-one sessions, consultation with commanders/providers, and referral resources.
  • •Develop and make available informational financial materials to service members and families.
  • •Coordinate and conduct personal financial management classes/workshops across the military lifecycle and respond to requests for age-appropriate classes.
  • •Use virtual counseling/electronic communication modes when authorized and manage DoD duty-to-warn situations; participate in supervision, in-services, and quality activities.

Pay and Benefits

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

Key Requirements

  • •Bachelor's degree required (associate degree plus 4 years or high school plus 6 years may be considered in lieu).
  • •3+ years of financial counseling experience.
  • •Must be a U.S. citizen and speak fluent English.
  • •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+ yearsFinancial counselingMilitary
Education:Bachelor's
Skills:CommunicationPresentationOne-on-one counselingProgram coordinationCompliance mindset
Licenses:Driver License
Certifications:Accredited Financial Counselor (AFC)Certified Financial Planner (CFP)Chartered Financial Consultant (ChFC)
Languages:EnglishSpanish
Tech Stack:Secure online chatVideo teleconference

Eligibility

Nationality:US National
Security Clearance:Tier 2 investigation

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