Personal Financial Counselor - Wilmington, NC

Magellan Health Services
Wilmington
Workplace: OnsiteFull timeUSD 58,440 - 93,500 annuallyFunction: Legal, Risk & ComplianceEducation: bachelorsSkills: ["Communication","Counseling","Public speaking","Coordination","Supervision"]

Provide personal financial counseling services to military service members and their families at assigned installations. Deliver one-on-one counseling and referrals, consult with commanders and program staff, and conduct briefings, presentations, and age-appropriate classes. Coordinate with installation and military branch points of contact to ensure programs meet installation needs, manage duty-to-warn situations, and maintain quality improvement activities. Support virtual counseling using secure electronic communication modes when authorized.

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Magellan Health Services
Magellan Health Services
2 days ago

Personal Financial Counselor - Wilmington, NC

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Source: Company careers pageValidated by: Fursa AI
Last checked: 15 hours agoStatus: Live
Reposted: similar role first listed 7 months ago

Job Summary

Provide personal financial counseling services to military service members and their families at assigned installations. Deliver one-on-one counseling and referrals, consult with commanders and program staff, and conduct briefings, presentations, and age-appropriate classes. Coordinate with installation and military branch points of contact to ensure programs meet installation needs, manage duty-to-warn situations, and maintain quality improvement activities. Support virtual counseling using secure electronic communication modes when authorized.
Location: Wilmington
Workplace: Onsite
Employment Type: Full time
Job Function: Legal, Risk & Compliance
Seniority: Mid level

Key Responsibilities

  • •Provide personal financial services and management to service members and their families at assigned military installations.
  • •Deliver one-on-one counseling, consultations with commanders/providers/staff, and provide referral resources outside counseling sessions.
  • •Develop and provide informational financial materials to service members and families.
  • •Coordinate and deliver Personal Financial Management classes/workshops across the military lifecycle, including pre- and post-deployment and arrival at first duty station.
  • •Use virtual counseling/electronic communication modes when authorized and manage duty-to-warn situations according to DoD protocol.

Pay and Benefits

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

Key Requirements

  • •Bachelor's degree required; may consider associate degree plus 4 years of experience, or high school diploma plus 6 years of experience.
  • •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/maintain required certifications: AFC, CFP, or ChFC (and be able to obtain a favorably adjudicated Tier 2 investigation).
Experience:Financial counseling
Education:Bachelor's
Skills:CommunicationCounselingPublic speakingCoordinationSupervision
Licenses:Driver License
Certifications:Accredited Financial Counselor (AFC)Certified Financial Planner (CFP)Chartered Financial Consultant (ChFC)
Languages:EnglishSpanish
Tech Stack:Web basedSecure online chatVideo-based communicationsSecure video teleconference

Eligibility

Nationality:U.S. 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