Personal Financial Counselor, Assignment Ready Counselor - Rhode Island

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

Provide personal financial counseling to military service members and their families at installations, including one-on-one guidance, briefings, and referrals. Cover short-term, surge, and on-demand assignment needs, including pre-/post-deployment financial education and workshops. Coordinate with installation and military branch points of contact to deliver the program within scope, support virtual counseling when authorized, and manage DoD duty-to-warn situations.

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Magellan Health Services
Magellan Health Services
1 month ago

Personal Financial Counselor, Assignment Ready Counselor - Rhode Island

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 11 days agoStatus: Live
Reposted: similar role first listed 7 months ago

Job Summary

Provide personal financial counseling to military service members and their families at installations, including one-on-one guidance, briefings, and referrals. Cover short-term, surge, and on-demand assignment needs, including pre-/post-deployment financial education and workshops. Coordinate with installation and military branch points of contact to deliver the program within scope, support virtual counseling when authorized, and manage DoD duty-to-warn situations.
Location: Newport
Workplace: Remote
Employment Type: Part time
Job Function: Legal, Risk & Compliance
Seniority: Mid level

Key Responsibilities

  • •Provide personal financial counseling and management services to service members and their families.
  • •Help service members establish spending plans for extended absences.
  • •Develop and provide informational financial materials for service members and families.
  • •Coordinate and deliver Personal Financial Management classes/workshops across the military lifecycle, including pre- and post-deployment topics.
  • •Use virtual counseling and electronic communication modes when required/authorized, communicate trends/issues through supervision, and manage duty to warn per DoD protocol.

Pay and Benefits

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

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.
  • •Be able to obtain a favorably adjudicated Tier 2 investigation.
  • •Must have one of: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
Experience:3+ years
Education:Bachelor's
Skills:Communication
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