Military Family Finance Counselor & Workshop Leader

Magellan Health

Springfield (IL)

On-site

USD 58,000 - 94,000

Full time

14 days+

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Benefits offered by this job

Health benefits
Short-term incentives
Equal opportunity employer

Job summary

Magellan Health is seeking a qualified financial counselor to provide coverage across military installations, delivering one-on-one counseling, briefings, and referrals. The role involves collaboration with installation POCs, development of spending plans, and leading financial management classes for various military lifecycle events.

Requirements include a bachelor's degree (or equivalent), minimum 3 years of counseling experience, and U.S.

Qualifications

  • Bachelor's degree required (or equivalent alternative with years of experience).
  • Minimum 3 years of financial counseling experience.
  • U.S. citizen fluent in English; bilingual in English and Spanish if required by contract.
  • Ability to obtain a favorably adjudicated Tier 2 investigation.
  • Must pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
  • Must possess AFC/CFP/ChFC certification or equivalent.

Responsibilities

  • Provide coverage in short-term, surge, and on-demand situations related to military needs.
  • Deliver personal financial counseling services to service members and their families at installations.
  • Conduct one-on-one counseling, briefings, presentations, and referrals to external resources as needed.
  • Collaborate with installation and military branch points of contact to ensure program scope and installation needs are met.
  • Assist service members in developing spending plans for extended absences.
  • Coordinate, publicize, and deliver Personal Financial Management classes and workshops across the military lifecycle.

Skills

Financial counseling
Bilingual (English/Spanish)

Education

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

Job description

Magellan Health is seeking a qualified financial counselor to provide coverage across military installations, delivering one-on-one counseling, briefings, and referrals. The role involves collaboration with installation POCs, development of spending plans, and leading financial management classes for various military lifecycle events.

Requirements include a bachelor's degree (or equivalent), minimum 3 years of counseling experience, and U.S.

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