Personal Financial Counselor- Helena, MT

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

Provide personal financial counseling services to military service members and their families at assigned installations. Deliver one-on-one counseling, briefings, and workshops on financial education topics across the military lifecycle, and coordinate with installation and branch point-of-contact stakeholders to ensure the program meets local needs. Support virtual counseling via secure electronic communication when authorized, manage duty-to-warn processes, and contribute to supervision, in-services, and quality improvement activities.

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Magellan Health Services
Magellan Health Services
1 month ago

Personal Financial Counselor- Helena, MT

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Last checked: 4 hours agoStatus: Live

Job Summary

Provide personal financial counseling services to military service members and their families at assigned installations. Deliver one-on-one counseling, briefings, and workshops on financial education topics across the military lifecycle, and coordinate with installation and branch point-of-contact stakeholders to ensure the program meets local needs. Support virtual counseling via secure electronic communication when authorized, manage duty-to-warn processes, and contribute to supervision, in-services, and quality improvement 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 assigned military installations.
  • •Deliver financial education through classes/workshops, briefings, and presentations, including topics across the military lifecycle.
  • •Respond to requests for age-appropriate classes or seminars and provide referral resources outside counseling sessions.
  • •Use virtual counseling and other secure electronic communication methods when authorized.
  • •Coordinate with installation and military branch points of contact and support supervision, in-services, and quality improvement activities.

Pay and Benefits

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

Key Requirements

  • •Bachelor's degree required (may consider associate degree with 4 years’ experience or high school diploma with 6 years’ experience).
  • •3+ years of financial counseling experience.
  • •Must be a U.S. citizen and speak fluent English (bilingual English/Spanish if required by the contract).
  • •Must be able to obtain a favorably adjudicated Tier 2 investigation.
  • •Must have AFC, CFP, or ChFC certification.
Experience:3+ yearsMilitaryFinancial counseling
Education:Bachelor's
Skills:CommunicationCounselingPublic speakingOrganizational coordination
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