Personal Financial Counselor; Buckley AFB - CO

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

Provide personal financial counseling and financial management services to military service members and their families at the assigned installation. Deliver one-on-one counseling, briefings, and referrals, and coordinate Personal Financial Management classes and workshops across key points in the military lifecycle. Work closely with installation and military branch POCs, use virtual counseling methods when authorized, and support DoD protocols including duty-to-warn and required investigations.

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Magellan Health Services
Magellan Health Services
1 month ago

Personal Financial Counselor; Buckley AFB - CO

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Source: Company careers pageValidated by: Fursa AI
Last checked: 14 days agoStatus: Live
Reposted: similar role first listed 7 months ago

Job Summary

Provide personal financial counseling and financial management services to military service members and their families at the assigned installation. Deliver one-on-one counseling, briefings, and referrals, and coordinate Personal Financial Management classes and workshops across key points in the military lifecycle. Work closely with installation and military branch POCs, use virtual counseling methods when authorized, and support DoD protocols including duty-to-warn and required investigations.
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 provide informational financial materials to service members and families.
  • •Coordinate, publicize, and deliver Personal Financial Management classes/workshops across the military lifecycle.
  • •Use virtual counseling/electronic communication when authorized and manage duty-to-warn situations per DoD protocol.

Pay and Benefits

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

Key Requirements

  • •Bachelor's degree required (or associate degree + 4 years' experience, or high school diploma + 6 years' experience).
  • •3+ years of financial counseling experience.
  • •Must be a U.S. citizen and speak fluent English.
  • •Obtain a favorably adjudicated Tier 2 investigation.
  • •Have one of: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
Experience:3+ years
Education:Bachelor's
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