Military Financial Counselor (On‑Demand & Virtual)

Magellan Health

Mountain Home (ID)

On-site

USD 58,000 - 94,000

Full time

14 days+
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Job summary

Magellan Health seeks a knowledgeable financial counselor to provide one-on-one support to service members and their families across installations. The role emphasizes personalized budgeting, counseling, and collaboration with installation contacts to tailor services and resources effectively.

The position requires a Bachelor’s degree (or equivalent experience), at least three years in financial counseling, U.S.

Qualifications

  • Bachelor’s degree required; an associate degree plus four years of experience may be considered in lieu of a bachelor’s degree.
  • At least three years of financial counseling experience.
  • U.S. citizenship and fluent English; bilingual English/Spanish may be required by contract.
  • Ability to obtain a favorably adjudicated Tier2 investigation.
  • Certified with one of: AFC, CFP, or ChFC.

Responsibilities

  • Offer one-on-one counseling, consultations with commanders or other staff, briefings, presentations, and referral resources beyond the counseling session.
  • Work with installation and branch POCs to ensure the program meets installation needs and remains within scope.
  • Provide personal financial counseling and management services to service members and families, including spending plans for extended absences.
  • Develop, make available, and publicize informational financial materials.
  • Coordinate and deliver personal financial management classes and workshops covering the military lifecycle.

Skills

Financial counseling
Bilingual English/Spanish (may be)

Education

Bachelor’s degree
Associate degree + 4 years experience
HS diploma + 6 years experience
AFC
CFP
ChFC

Tools

AFC
CFP
ChFC

Job description

Magellan Health seeks a knowledgeable financial counselor to provide one-on-one support to service members and their families across installations. The role emphasizes personalized budgeting, counseling, and collaboration with installation contacts to tailor services and resources effectively.

The position requires a Bachelor’s degree (or equivalent experience), at least three years in financial counseling, U.S.

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