Assignment-Ready Personal Financial Counselor

Magellan Health

United States

Remote

USD 58,000 - 94,000

Full time

12 days ago

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Job summary

Magellan Health is seeking a Personal Financial Counselor assigned to Nevada to deliver comprehensive financial counseling to service members and their families at military installations. You will educate on budgeting, spend plans for deployments, and provide referrals and materials.

Responsibilities include coordinating classes, using virtual counseling tools, and working with DoD leadership to ensure program scope and compliance with DoD requirements and contract guidelines.

Qualifications

  • Bachelor’s degree required.
  • 3+ years of financial counseling experience.
  • U.S. citizen and fluent English; bilingual in English/Spanish if required.

Responsibilities

  • Provide personal financial counseling to service members and their families.
  • Assist in establishing spending plans for extended absences.
  • Develop and provide informational financial materials.
  • Coordinate and deliver PFM classes/workshops across military lifecycle.
  • Utilize virtual counseling and secure online communications as needed.

Skills

Financial counseling

Education

Bachelor's degree
AFC
CFP
ChFC

Job description

Magellan Health is seeking a Personal Financial Counselor assigned to Nevada to deliver comprehensive financial counseling to service members and their families at military installations. You will educate on budgeting, spend plans for deployments, and provide referrals and materials.

Responsibilities include coordinating classes, using virtual counseling tools, and working with DoD leadership to ensure program scope and compliance with DoD requirements and contract guidelines.

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