Assignment-Ready Military Personal Financial Counselor

Magellan Health; Cordova (TN); Hybrid; USD 64,285 - 102,855; Full time

Benefits offered by this job

Short-term incentives

Health insurance

Life insurance

Voluntary benefits

Job summary

Magellan Health is seeking a Personal Financial Counselor in Cordova, TN. This role provides essential financial counseling services to military service members and their families, addressing their financial needs during short-term, surge, and on-demand situations.

Key responsibilities include one-on-one counseling, conducting workshops, and developing financial educational materials. The ideal candidate must have a Bachelor’s degree, at least 5 years of financial counseling experience, and appropriate certifications.

Qualifications

• Minimum 5 years of financial counseling experience.
• Must obtain a Tier2 investigation and pass the Congressional mandated OCI process.
• Required certifications include AFC, CFP, or ChFC.

Responsibilities

• Deliver personal financial counseling services to military service members and their families.
• Coordinate and conduct Personal Financial Management classes/workshops.
• Develop and distribute informational financial materials.

Skills

Financial counseling

Communication skills

Presentation skills

Education

Bachelor’s degree

Job description

Magellan Health is seeking a Personal Financial Counselor in Cordova, TN. This role provides essential financial counseling services to military service members and their families, addressing their financial needs during short-term, surge, and on-demand situations.

Key responsibilities include one-on-one counseling, conducting workshops, and developing financial educational materials. The ideal candidate must have a Bachelor’s degree, at least 5 years of financial counseling experience, and appropriate certifications.