Personal Financial Counselor - Army National Guard, Lynchburg, VA

Magellan Health Services
United States
Workplace: OnsiteFull timeUSD 58,440 - 93,500 annuallyFunction: Legal, Risk & ComplianceExperience: 3+ yearsEducation: bachelorsSkills: ["Communication","Public speaking","Program coordination","Client counseling","Attention to compliance"]

Provide personal financial counseling at assigned Army National Guard installations for service members and their families. Deliver one-on-one counseling, briefings, workshops, and referrals, and coordinate with installation and military branch POCs to ensure the program meets local needs. Support spending-plan development for extended absences, create and distribute financial materials, and manage duty-to-warn and virtual counseling capabilities, while participating in supervision, training, and quality activities.

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Magellan Health Services
Magellan Health Services
4 days ago

Personal Financial Counselor - Army National Guard, Lynchburg, VA

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Last checked: 5 hours agoStatus: Live
Reposted: similar role first listed 7 months ago

Job Summary

Provide personal financial counseling at assigned Army National Guard installations for service members and their families. Deliver one-on-one counseling, briefings, workshops, and referrals, and coordinate with installation and military branch POCs to ensure the program meets local needs. Support spending-plan development for extended absences, create and distribute financial materials, and manage duty-to-warn and virtual counseling capabilities, while participating 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

  • •Provide the full range of personal financial counseling services to service members and their families at military installations.
  • •Conduct one-on-one counseling, consultations, and briefings/presentations, and provide referral resources outside counseling sessions.
  • •Assist service members in establishing spending plans for extended absences.
  • •Develop and distribute informational financial materials for service members and families.
  • •Coordinate and deliver Personal Financial Management classes/workshops across key military lifecycle events and respond to requests for age-appropriate seminars.

Pay and Benefits

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

Key Requirements

  • •Bachelor's degree required (or associate degree plus 4 years, or high school diploma plus 6 years in lieu).
  • •3+ years of financial counseling experience.
  • •Must be a U.S. citizen and speak fluent English.
  • •Must be able to obtain a favorably adjudicated Tier 2 investigation and pass the OCI process.
  • •Must have one of: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
Experience:3+ years
Education:Bachelor's
Skills:CommunicationPublic speakingProgram coordinationClient counselingAttention to compliance
Licenses:DL
Certifications:Accredited Financial Counselor (AFC)Certified Financial Planner (CFP)Chartered Financial Consultant (ChFC)
Languages:EnglishSpanish
Tech Stack:Virtual counselingWeb basedSecure online chatVideo-based communicationsSecure video teleconference

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