Military Financial Wellness Advisor

Magellan Health; Oakland (SC); On-site; USD 58,440 - 93,500; Full time

Benefits offered by this job

Health benefits

Comprehensive benefits package

Job summary

Magellan Health at Shaw AFB, SC seeks a Personal Financial Counselor to deliver counseling and education to service members and families on base, including budgeting and referral resources.

The role involves coordinating with base leadership, offering classes across the military lifecycle, and leveraging virtual counseling where allowed. A Bachelor's degree, 3+ years of experience, and AFC/CFP/ChFC certification are required.

Qualifications

• 3+ years of financial counseling experience.
• Must be a U.S. citizen and fluent in English.
• One of AFC, CFP, or ChFC certifications required.

Responsibilities

• Provide personal financial counseling and management services to service members and their families.
• Develop and deliver Personal Financial Management classes/workshops.
• Coordinate with DoD and base leadership to ensure program scope and needs are met.
• Utilize virtual counseling methods when appropriate and approved.
• Adhere to DoD directives and OCI requirements.

Skills

Financial counseling

English fluent

Bilingual English/Spanish

Communication skills

Education

Bachelor's degree

Associate degree + 4 years experience

High school diploma + 6 years experience

Job description

Magellan Health at Shaw AFB, SC seeks a Personal Financial Counselor to deliver counseling and education to service members and families on base, including budgeting and referral resources.

The role involves coordinating with base leadership, offering classes across the military lifecycle, and leveraging virtual counseling where allowed. A Bachelor's degree, 3+ years of experience, and AFC/CFP/ChFC certification are required.