Personal Financial Counselor, Assignment Ready Counselor Oregon

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

Provide personal financial counseling and management services to military service members and their families across installations. Deliver one-on-one counseling, consultations with commanders or other providers, and briefings/classes on personal financial management topics before and after deployment. Coordinate with installation and military Points of Contact to ensure program scope and needs are met, support virtual counseling and communication modes when authorized, and participate in supervision, training, and quality activities.

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Magellan Health Services
Magellan Health Services
2 months ago

Personal Financial Counselor, Assignment Ready Counselor Oregon

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Last checked: 3 hours agoStatus: Live

Job Summary

Provide personal financial counseling and management services to military service members and their families across installations. Deliver one-on-one counseling, consultations with commanders or other providers, and briefings/classes on personal financial management topics before and after deployment. Coordinate with installation and military Points of Contact to ensure program scope and needs are met, support virtual counseling and communication modes when authorized, and participate in supervision, training, and quality activities.
Location: United States
Workplace: Remote
Employment Type: Part time
Job Function: Legal, Risk & Compliance
Seniority: Mid level

Key Responsibilities

  • •Provide the full breadth of personal financial counseling services to military service members and their families at installations.
  • •Deliver one-on-one counseling, consultations, briefings/presentations, and referral resources to participants.
  • •Assist service members in establishing spending plans for extended absences.
  • •Develop, make available, and coordinate personal financial management classes/workshops on topics across the military lifecycle.
  • •Use virtual counseling and electronic communication modes when authorized, and manage duty-to-warn situations per DoD protocol.

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 or a high school diploma plus 6 years' experience in lieu of a bachelor's degree.
  • •3+ years of financial counseling experience.
  • •Must be a U.S. citizen and speak fluent English.
  • •If required by the contract, must be bilingual in English and Spanish.
  • •Be able to obtain a favorably adjudicated Tier 2 investigation and pass the OCI process; must have AFC, CFP, or ChFC certification.
Experience:3+ yearsMilitary
Education:Bachelor's
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