Personal Financial Counselor; Augusta, MI

Magellan Health Services
United States
Workplace: OnsiteFull timeUSD 58,440 - 93,500 annuallyFunction: Legal, Risk & ComplianceExperience: 3+ yearsEducation: bachelorsSkills: ["Communication","Counseling","Presentation","Supervision","Program coordination"]

Provide personal financial counseling to military service members and their families at assigned installations, including one-on-one sessions, briefings, workshops, and referrals as needed. Coordinate with installation and military branch POCs to ensure the program meets local needs, develop financial education materials, and manage scheduling for duty-to-warn situations. Deliver in-person and virtual counseling using secure electronic communication and share trends and issues through supervision and training activities.

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Magellan Health Services
Magellan Health Services
2 months ago

Personal Financial Counselor; Augusta, MI

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Source: Company careers pageValidated by: Fursa AI
Last checked: 11 hours agoStatus: Live
Reposted: similar role first listed 8 months ago

Job Summary

Provide personal financial counseling to military service members and their families at assigned installations, including one-on-one sessions, briefings, workshops, and referrals as needed. Coordinate with installation and military branch POCs to ensure the program meets local needs, develop financial education materials, and manage scheduling for duty-to-warn situations. Deliver in-person and virtual counseling using secure electronic communication and share trends and issues through supervision and training activities.
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 to service members and families at military installations.
  • •Deliver one-on-one counseling, consultations, and briefings/presentations, including referrals outside counseling sessions as needed.
  • •Develop and provide informational financial materials and facilitate personal financial management classes/workshops across key military lifecycle topics.
  • •Use virtual counseling/electronic communication modes (web-based secure chat and video teleconference) as authorized.
  • •Coordinate with installation and military branch POCs, manage duty-to-warn situations per DoD protocol, and report trends/issues through supervision and training activities.

Pay and Benefits

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

Key Requirements

  • •Bachelor's degree required (associate 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.
  • •If required by the contract, must be bilingual in English and Spanish.
  • •Must obtain a favorably adjudicated Tier 2 investigation and pass the OCI process.
Experience:3+ yearsFinancial counselingMilitary
Education:Bachelor's
Skills:CommunicationCounselingPresentationSupervisionProgram coordination
Licenses:Driver License
Certifications:Accredited Financial Counselor (AFC)Certified Financial Planner (CFP)Chartered Financial Consultant (ChFC)
Languages:EnglishSpanish

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