Personal Financial Counselor - Hill AFB, UT

Magellan Health Services
United States
Workplace: OnsiteFull timeUSD 58,440 - 93,500 annuallyFunction: Legal, Risk & ComplianceExperience: 3+ yearsEducation: bachelorsSkills: ["Financial counseling","Communication","Supervision","Training delivery","Virtual communication"]

Provide personal financial counseling services to military service members and their families at assigned installations. Deliver one-on-one counseling, consultations, briefings, presentations, and referrals, while developing and sharing informational materials and coordinating personal financial management classes and workshops across the military lifecycle. Work closely with installation and service branch POCs, manage duty-to-warn situations, and participate in supervision, in-services, and quality-improvement activities.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Magellan Health Services
Magellan Health Services
3 months ago

Personal Financial Counselor - Hill AFB, UT

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 6 days agoStatus: Live
Reposted: similar role first listed 6 months ago

Job Summary

Provide personal financial counseling services to military service members and their families at assigned installations. Deliver one-on-one counseling, consultations, briefings, presentations, and referrals, while developing and sharing informational materials and coordinating personal financial management classes and workshops across the military lifecycle. Work closely with installation and service branch POCs, manage duty-to-warn situations, and participate in 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 directly to service members and their families at assigned installations.
  • •Deliver counseling services such as spending plans for extended absences, one-on-one sessions, consultations, briefings, presentations, and referrals.
  • •Develop and provide informational financial materials to service members and families.
  • •Coordinate, publicize, and provide personal financial management classes/workshops across the military lifecycle (arrival, deployment, and related events).
  • •Manage duty-to-warn situations per DoD protocol and participate in supervision, in-services/training, and quality-improvement or assigned contract 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 plus 4 years of experience, or high school diploma plus 6 years of experience in lieu of a bachelor's degree.
  • •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 and pass the OCI process.
  • •Must have an AFC, CFP, or ChFC certification (DL and in-state validity also listed under required license/certifications).
Experience:3+ years
Education:Bachelor's
Skills:Financial counselingCommunicationSupervisionTraining deliveryVirtual communication
Licenses:Driver License (DL)Valid In State
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: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