Assignment-Ready Military Financial Counselor

Magellan Health; United States; On-site; USD 58,440 - 93,500; Full time

Benefits offered by this job

Incentives

Comprehensive benefits

Job summary

Magellan Health in Indiana seeks a Personal Financial Counselor to deliver comprehensive financial counseling to military members and their families at installations. Responsibilities include one-on-one counseling, budgeting guidance, briefing leadership, and facilitating DoD-compliant programs. Requirements include a Bachelor's degree (or equiv.

combo) and 3+ years in financial counseling; U.S. citizenship and fluent English are necessary, with bilingual ability as applicable.

Qualifications

• Bachelor's degree required or equivalent combination of education and experience.
• 3+ years of financial counseling experience.
• Must be a U.S. citizen and fluent in English; bilingual in Spanish if required by contract.
• Certified Financial Counselor (AFC), CFP or ChFC preferred.
• Able to obtain a favorable Tier 2 background investigation.

Responsibilities

• Provide personal financial counseling to service members and families at military installations.
• Develop spending plans and educational materials; conduct classes/workshops.
• Coordinate with DoD and military leadership; offer virtual counseling when needed.
• Respond to requests for age-appropriate seminars and participate in trainings.

Skills

Financial counseling

English fluency

Education

Bachelor's degree

Associate + 4 years experience

High school diploma + 6 years experience

Job description

Magellan Health in Indiana seeks a Personal Financial Counselor to deliver comprehensive financial counseling to military members and their families at installations. Responsibilities include one-on-one counseling, budgeting guidance, briefing leadership, and facilitating DoD-compliant programs. Requirements include a Bachelor's degree (or equiv.

combo) and 3+ years in financial counseling; U.S. citizenship and fluent English are necessary, with bilingual ability as applicable.