Assignment-Ready Military Financial Counselor

Magellan Health; Westfield (MA); On-site; USD 58,000 - 94,000; Full time

Benefits offered by this job

Short-term incentives

Comprehensive benefits package

Job summary

Magellan Health in Massachusetts is seeking a Personal Financial Counselor assigned to military installations. The role covers short-term, surge and on-demand financial counseling for service members and families, including budgeting, briefings, and referrals, with coordination with DoD and installation leadership.

Requirements include a Bachelor's degree (or equivalent), 3+ years in financial counseling, US citizenship, fluent English (Spanish desirable), and AFC/CFP/ChFC certifications.

Qualifications

• 3+ years of financial counseling experience.
• Must be a U.S. citizen and speak fluent English.
• If required by the contract, bilingual in English and Spanish.

Responsibilities

• Provides personal financial counseling and management services to service members and families.
• Assists in establishing spending plans for extended absences.
• Develops informational financial materials and coordinates financial classes/workshops.

Skills

Financial counseling

English fluency

Bilingual English/Spanish

Education

Bachelor's degree

Associate degree + 4 years experience

High school diploma + 6 years experience

Job description

Magellan Health in Massachusetts is seeking a Personal Financial Counselor assigned to military installations. The role covers short-term, surge and on-demand financial counseling for service members and families, including budgeting, briefings, and referrals, with coordination with DoD and installation leadership.

Requirements include a Bachelor's degree (or equivalent), 3+ years in financial counseling, US citizenship, fluent English (Spanish desirable), and AFC/CFP/ChFC certifications.