Personal Financial Counselor; MCRD Parris Island, SC

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

Provide personal financial counseling and management services to service members and their families at assigned military installations. Deliver one-on-one counseling, consultations, briefings, workshops, and referral resources aligned to the military lifecycle and DoDI 1322.34. Coordinate with installation and military branch POCs to ensure the program stays within scope and meets installation needs, including virtual counseling capabilities and duty-to-warn responsibilities.

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Magellan Health Services
Magellan Health Services
4 days ago

Personal Financial Counselor; MCRD Parris Island, SC

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Last checked: 6 hours agoStatus: Live

Job Summary

Provide personal financial counseling and management services to service members and their families at assigned military installations. Deliver one-on-one counseling, consultations, briefings, workshops, and referral resources aligned to the military lifecycle and DoDI 1322.34. Coordinate with installation and military branch POCs to ensure the program stays within scope and meets installation needs, including virtual counseling capabilities and duty-to-warn responsibilities.
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 service members in establishing spending plans for extended absences.
  • •Develop and distribute informational financial materials for service members and families.
  • •Coordinate and deliver Personal Financial Management classes/workshops across the military lifecycle, responding to requested seminars.
  • •Communicate with leadership, participate in individual/group supervision and training, and handle duty to warn per DoD protocol.

Pay and Benefits

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

Key Requirements

  • •Bachelor’s degree required (associate degree plus 4 years’ experience or high school diploma plus 6 years’ experience may be considered in lieu of a bachelor’s).
  • •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.
  • •Obtain a favorably adjudicated Tier 2 investigation and pass the OCI process; hold AFC, CFP, or ChFC certification.
Experience:3+ years
Education:Bachelor's
Skills:CommunicationCounselingSupervisionTrainingQuality improvement
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: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