Military Financial Wellness Advisor

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

Job summary

Magellan Health in Fort Walton Beach, FL is seeking a Personal Financial Counselor to provide comprehensive financial counseling to service members and their families at military installations.

Responsibilities include one-on-one counseling, group briefings, development of educational materials, and coordination with DoD and installation leadership. Requires 3+ years in financial counseling; bachelor's degree or equivalent experience; AFC/CFP/ChFC preferred; US citizen; English fluent.

Qualifications

• Bachelor's degree required.
• Associate degree + 4 years' experience may be considered in lieu of Bachelor's.
• High school diploma + 6 years' experience may be considered in lieu of Bachelor's.
• AFC/CFP/ChFC certifications are required/preferred as stated.

Responsibilities

• Provide personal financial counseling to service members and families.
• Deliver one-on-one counseling and group briefings or presentations.
• Develop and distribute informational financial materials for service members and families.
• Coordinate with installation leadership and DoD POCs to ensure program scope and needs are met.
• Maintain DoD OCI and security requirements, and participate in supervision and training.

Skills

Financial counseling

Fluent English

Bilingual English/Spanish

U.S. citizen

OCI compliance

Education

Bachelor's degree

Associate degree + 4 years experience

High school diploma + 6 years experience

AFC - Accredited Financial Counselor

CFP - Certified Financial Planner

ChFC - Chartered Financial Consultant

Job description

Magellan Health in Fort Walton Beach, FL is seeking a Personal Financial Counselor to provide comprehensive financial counseling to service members and their families at military installations.

Responsibilities include one-on-one counseling, group briefings, development of educational materials, and coordination with DoD and installation leadership. Requires 3+ years in financial counseling; bachelor's degree or equivalent experience; AFC/CFP/ChFC preferred; US citizen; English fluent.