Financial Wellness Coach for Service Members

Magellan Health; Jacksonville (FL); On-site; USD 58,000 - 94,000; Full time

Job summary

Magellan Health, Inc. in Jacksonville, FL seeks a Personal Financial Counselor to deliver comprehensive financial counseling services to service members and their families at military installations, including budgeting, debt management, and financial education.

Requirements: a bachelor s degree (or equivalent combination), 3+ years in financial counseling, U.S. citizenship, fluent English, and certification as AFC, CFP, or ChFC; ability to pass required disclosures and OCI processes; salary

Qualifications

• Bachelors degree required.
• 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 directly to service members and their families.
• Assists service members in establishing a spending plan for extended absences.
• Develops and makes available informational financial materials to service members and families.
• Coordinates, publicizes and provides Personal Financial Management classes/workshops.
• Responds to requests for age-appropriate classes or seminars.

Skills

Financial counseling

Education

Bachelor's degree

Associate degree + 4 years experience

High school diploma + 6 years experience

Job description

Magellan Health, Inc. in Jacksonville, FL seeks a Personal Financial Counselor to deliver comprehensive financial counseling services to service members and their families at military installations, including budgeting, debt management, and financial education.

Requirements: a bachelor s degree (or equivalent combination), 3+ years in financial counseling, U.S. citizenship, fluent English, and certification as AFC, CFP, or ChFC; ability to pass required disclosures and OCI processes; salary