Personal Financial Counselor

Magellan Health Services
Huntsville
Workplace: OnsiteFull timeUSD 58,440 - 93,500 annuallyFunction: Legal, Risk & ComplianceExperience: 3+ yearsEducation: bachelorsSkills: ["Communication","Presentation","Counseling","Training","Public speaking"]

Provide personal financial counseling to service members and families at military installations, delivering one-on-one coaching, workshops, and educational materials, coordinating with installation leaders, and leveraging virtual counseling when needed. Educate on budgeting, debt management, and savings; develop materials; run classes across the military lifecycle; collaborate with POCs; contribute to program improvements.

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Magellan Health Services
Magellan Health Services
2 months ago

Personal Financial Counselor

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 9 days agoStatus: Live
Reposted: similar role first listed 7 months ago

Job Summary

Provide personal financial counseling to service members and families at military installations, delivering one-on-one coaching, workshops, and educational materials, coordinating with installation leaders, and leveraging virtual counseling when needed. Educate on budgeting, debt management, and savings; develop materials; run classes across the military lifecycle; collaborate with POCs; contribute to program improvements.
Location: Huntsville
Workplace: Onsite
Employment Type: Full time
Job Function: Legal, Risk & Compliance

Key Responsibilities

  • •Provide personal financial counseling and management services directly to service members and their families.
  • •Assist service members in establishing a spending plan for extended absences.
  • •Develops and makes available informational financial materials to service members and families.
  • •Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops across the military lifecycle.
  • •Responds to requests for age-appropriate classes or seminars.

Pay and Benefits

Salary: USD 58,440 - 93,500 annually

Key Requirements

  • •Bachelor's degree required; may consider an associate degree plus 4 years' experience in lieu of bachelor's
  • •3+ years of financial counseling experience
  • •Must be a U.S. citizen and fluent in English
  • •If required by contract, bilingual in English and Spanish
  • •Must have AFC, CFP, or ChFC certification
Experience:3+ yearsMilitaryFinancial counseling
Education:Bachelor's
Skills:CommunicationPresentationCounselingTrainingPublic speaking
Certifications:AFCCFPChFC
Languages:EnglishSpanish
Tech Stack:Video conferencingSecure online chatWeb-based chatTeleconferencing

Eligibility

Nationality:US National

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