Military Financial Wellness Advisor

Magellan Health; Chattanooga (TN); On-site; USD 58,000 - 94,000; Full time

Job summary

Magellan Health in Chattanooga, TN seeks a Personal Financial Counselor to deliver comprehensive financial counseling to service members and their families on military installations. Responsibilities include one-on-one sessions, group workshops, and virtual counseling, with DoD protocol adherence.

The role requires a Bachelor's degree (or equivalent), 3+ years in financial counseling, U.S. citizenship, fluent English, and optional English/Spanish bilingual ability with relevant certifications

Qualifications

• 3+ years of financial counseling experience.
• Must be a U.S. citizen and speak fluent English.
• If required by contract, must be bilingual in English and Spanish.
• One of AFC, CFP, or ChFC certification is required.

Responsibilities

• Provide personal financial counseling and management services to service members and their families.
• Develop and provide informational financial materials and resources.
• Coordinate and conduct Personal Financial Management classes/workshops.
• Utilize virtual counseling or secure online communication modes as appropriate.
• Follow DoD protocol for duty to warn and communicate with leadership.
• Participate in supervision, training, and quality-improvement activities.
• All other duties as assigned.

Skills

Financial counseling

Fluent English

Bilingual English/Spanish

Education

Bachelor's degree

Job description

Magellan Health in Chattanooga, TN seeks a Personal Financial Counselor to deliver comprehensive financial counseling to service members and their families on military installations. Responsibilities include one-on-one sessions, group workshops, and virtual counseling, with DoD protocol adherence.

The role requires a Bachelor's degree (or equivalent), 3+ years in financial counseling, U.S. citizenship, fluent English, and optional English/Spanish bilingual ability with relevant certifications