Personal Financial Counselor - National Guard, Kingwood, WV

Magellan Health Services
United States
Workplace: OnsiteFull timeUSD 58,440 - 93,500Function: Legal, Risk & ComplianceExperience: 3+ yearsEducation: bachelorsSkills: ["One-on-one counseling","Public speaking","Collaboration","Supervision","Virtual communication"]

Provide on-site personal financial counseling to National Guard service members and their families at assigned installations. Deliver one-on-one counseling, consultations, and financial briefings, create and distribute informational materials, and coordinate Personal Financial Management classes and workshops across key moments in the military lifecycle. Work closely with installation and military POCs, use virtual counseling methods when authorized, and support duty-to-warn and reporting through individual and group supervision.

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Magellan Health Services
Magellan Health Services
2 months ago

Personal Financial Counselor - National Guard, Kingwood, WV

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Source: Company careers pageValidated by: Fursa AI
Last checked: 1 hour agoStatus: Live
Reposted: similar role first listed 6 months ago

Job Summary

Provide on-site personal financial counseling to National Guard service members and their families at assigned installations. Deliver one-on-one counseling, consultations, and financial briefings, create and distribute informational materials, and coordinate Personal Financial Management classes and workshops across key moments in the military lifecycle. Work closely with installation and military POCs, use virtual counseling methods when authorized, and support duty-to-warn and reporting through individual and group supervision.
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 at military installations.
  • •Deliver the full range of personal financial counseling services including one-on-one sessions, consultations with commanders or providers, and briefings/presentations.
  • •Develop, make available, and coordinate financial materials and Personal Financial Management classes/workshops across the military lifecycle.
  • •Respond to requests for age-appropriate classes or seminars and use virtual counseling/electronic communication methods when authorized.
  • •Coordinate with installation and military branch POCs, manage duty to warn per DoD protocol, and participate in supervision, training, and quality activities.

Pay and Benefits

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

Key Requirements

  • •Bachelor's degree required; may consider associate degree plus 4 years or high school diploma plus 6 years in lieu of a bachelor's degree.
  • •3+ years of financial counseling experience.
  • •U.S. citizen and fluent English; if required by the contract, bilingual in English and Spanish.
  • •Be able to obtain a favorably adjudicated Tier 2 investigation and pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
  • •Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
Experience:3+ yearsFinancial counseling
Education:Bachelor's in Finance
Skills:One-on-one counselingPublic speakingCollaborationSupervisionVirtual communication
Licenses:DL - Driver License
Certifications:AFC - Accredited Financial CounselorCFP - Certified Financial PlannerChFC - Chartered Financial Consultant
Languages:EnglishSpanish
Tech Stack:Secure online chatVideo-based communicationsVideo teleconferenceWeb-based communications

Eligibility

Nationality:US National

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