Military Personal Finance Counselor

Magellan Health

Lakenheath

On-site

GBP 44,000 - 71,000

Full time

14 days+

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Job summary

Magellan Health seeks a qualified Personal Financial Counselor at Lakenheath, UK to deliver comprehensive financial counseling to service members and their families on military installations. Responsibilities include one-on-one counseling, budgeting assistance, and coordinating DoD‑compliant classes and seminars for various life events.

The role requires 3+ years of financial counseling, a Bachelor's degree (or equivalent combination of education and experience), U.S.

Qualifications

  • Bachelor's degree required.
  • May consider an associate degree + 4 years experience in lieu of bachelor's.
  • May consider a high school diploma + 6 years experience in lieu of bachelor's.
  • 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.
  • Must be able to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
  • Must have one of the following certifications: AFC, CFP, or ChFC.
  • DL - Driver License, Valid In State - Other

Responsibilities

  • Provides personal financial counseling and management services directly to service members and families.
  • Develops and makes available informational financial materials to service members and families.
  • Coordinates and provides Personal Financial Management classes/workshops.
  • Delivers virtual PFC support via web, chat, or video conferencing as required.
  • Communicates with leadership and participates in regular supervision.
  • Engages in training, quality improvement activities, and other contract duties as assigned.

Skills

Financial counseling
Bilingual English/Spanish
Communication skills

Education

Bachelor's degree

Job description

Magellan Health seeks a qualified Personal Financial Counselor at Lakenheath, UK to deliver comprehensive financial counseling to service members and their families on military installations. Responsibilities include one-on-one counseling, budgeting assistance, and coordinating DoD‑compliant classes and seminars for various life events.

The role requires 3+ years of financial counseling, a Bachelor's degree (or equivalent combination of education and experience), U.S.

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