Assignment Ready Military Personal Financial Counselor

Magellan Federal

Springfield (IL)

On-site

USD 58,000 - 94,000

Full time

14 days+
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Benefits offered by this job

Short-term incentives
Comprehensive benefits package
Health benefits

Job summary

Magellan Health, Inc. seeks a Personal Financial Counselor to deliver counseling and financial education to service members and their families at government installations in Springfield, IL.

The role covers short-term surge needs and existing assignments when counselors are absent. Responsibilities include one-on-one counseling, group workshops, and coordination with military POCs to meet installation needs.

Qualifications

  • Bachelor's degree required or equivalent combination of education and work experience.
  • 3+ years of financial counseling experience.
  • U.S. citizen and fluent English required.
  • Bilingual English and Spanish may be required by contract.
  • Must pass OCI and Tier 2 background checks.
  • Certifications AFC/CFP/ChFC required or preferred.

Responsibilities

  • Provide personal financial counseling and management services to service members and families.
  • Help establish spending plans for extended absences and deployments.
  • Develop and distribute financial materials and resources.
  • Coordinate and present Personal Financial Management classes/workshops.
  • Utilize virtual counseling and electronic communication modes when required.
  • Communicate with leadership and participate in supervision and program activities.

Skills

Financial counseling
Bilingual English/Spanish
Communication skills

Education

Bachelor's degree
Associate degree + 4 years experience
High school diploma + 6 years experience

Tools

AFC - Accredited Financial Counselor
CFP - Certified Financial Planner
ChFC - Chartered Financial Consultant

Job description

Magellan Health, Inc. seeks a Personal Financial Counselor to deliver counseling and financial education to service members and their families at government installations in Springfield, IL.

The role covers short-term surge needs and existing assignments when counselors are absent. Responsibilities include one-on-one counseling, group workshops, and coordination with military POCs to meet installation needs.

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