Personal Financial Counselor: Urbana, IL

Magellan Health Services
United States
Workplace: OnsiteFull timeUSD 58,440 - 93,500 annuallyFunction: Legal, Risk & ComplianceExperience: 3+ yearsEducation: bachelorsSkills: ["Communication","Presentation","Coordination","Supervision","Virtual collaboration"]

Provide personal financial counseling to military service members and their families at assigned installations. Deliver one-on-one counseling, consultation with commanders or providers, briefings/presentations, and referrals, while partnering with installation and military POCs to ensure the program meets installation needs. Develop and distribute financial materials, coordinate and respond to requests for age-appropriate personal financial management classes/workshops, and support virtual/electronic counseling when authorized. Manage duty to warn situations and participate in supervision, training, and quality activities.

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Magellan Health Services
Magellan Health Services
2 days ago

Personal Financial Counselor: Urbana, IL

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Last checked: 16 hours agoStatus: Live
Reposted: similar role first listed 9 months ago

Job Summary

Provide personal financial counseling to military service members and their families at assigned installations. Deliver one-on-one counseling, consultation with commanders or providers, briefings/presentations, and referrals, while partnering with installation and military POCs to ensure the program meets installation needs. Develop and distribute financial materials, coordinate and respond to requests for age-appropriate personal financial management classes/workshops, and support virtual/electronic counseling when authorized. Manage duty to warn situations and participate in supervision, training, and quality activities.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Legal, Risk & Compliance
Seniority: Mid level

Key Responsibilities

  • •Deliver personal financial counseling and management services to service members and families, including one-on-one counseling, consultations, briefings/presentations, and referrals.
  • •Assist service members in establishing spending plans for extended absences.
  • •Develop and provide informational financial materials and coordinate, publicize, and deliver personal financial management classes/workshops across key military lifecycle topics.
  • •Use virtual counseling or other electronic communication modes (web-based, secure online chat, secure video teleconference) when authorized.
  • •Partner with installation and military POCs, manage duty to warn situations per DoD protocol, and participate in supervision, in-services/training, and quality improvement activities as assigned.

Pay and Benefits

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

Key Requirements

  • •Bachelor's degree required; may consider an associate degree with 4 years’ experience or a high school diploma with 6 years’ experience in lieu of a bachelor’s.
  • •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.
  • •Hold one of: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
Experience:3+ yearsFinancial counselingMilitary
Education:Bachelor's
Skills:CommunicationPresentationCoordinationSupervisionVirtual collaboration
Licenses:Driver LicenseDL - Driver License
Certifications:Accredited Financial Counselor (AFC)Certified Financial Planner (CFP)Chartered Financial Consultant (ChFC)
Languages:EnglishSpanish
Tech Stack:Secure online chatVideo-based communicationsSecure video teleconferenceWeb based

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