Personal Financial Counselor- Truax Field, WI

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

Provide personal financial counseling and management services to military service members and their families at assigned installations. Deliver one-on-one and group education, consultations with commanders or providers, and briefings/presentations, plus referrals and informational materials. Coordinate installation POCs to ensure the program stays within scope and meets local needs, manage duty-to-warn situations per DoD protocol, and support virtual counseling via secure electronic channels when authorized.

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Magellan Health Services
Magellan Health Services
1 day ago

Personal Financial Counselor- Truax Field, WI

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Last checked: 11 hours agoStatus: Live
Reposted: similar role first listed 7 months ago

Job Summary

Provide personal financial counseling and management services to military service members and their families at assigned installations. Deliver one-on-one and group education, consultations with commanders or providers, and briefings/presentations, plus referrals and informational materials. Coordinate installation POCs to ensure the program stays within scope and meets local needs, manage duty-to-warn situations per DoD protocol, and support virtual counseling via secure electronic channels when authorized.
Location: Madison
Workplace: Onsite
Employment Type: Full time
Job Function: Legal, Risk & Compliance
Seniority: Mid level

Key Responsibilities

  • •Provide the full breadth of personal financial counseling services to service members and families at military installations.
  • •Deliver one-on-one counseling, consultations, briefings/presentations, and referral resources outside counseling sessions.
  • •Assist with establishing spending plans for extended absences.
  • •Develop and provide informational financial materials and coordinate/publicize Personal Financial Management classes and workshops.
  • •Collaborate with installation and military branch POCs, participate in supervision and training, and manage duty-to-warn situations per DoD protocol.

Pay and Benefits

Salary: USD 58,440 - 93,500 annually

Key Requirements

  • •Bachelor's degree required (associate degree plus 4 years or high school diploma plus 6 years may be considered in lieu).
  • •3+ years of financial counseling experience.
  • •Must be a U.S. citizen and speak fluent English.
  • •If required by the contract, 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:CommunicationSupervision
Licenses:Driver License
Certifications:Accredited Financial Counselor (AFC)Certified Financial Planner (CFP)Chartered Financial Consultant (ChFC)
Languages:EnglishSpanish
Tech Stack:Virtual counselingSecure online chatVideo teleconferenceElectronic modes of communication

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