Military Financial Wellness Advisor

Magellan Federal; Orlando (FL); On-site; USD 58,000 - 94,000; Full time

Job summary

Magellan Health, Inc. seeks a Personal Financial Counselor for Orlando, FL. The role provides comprehensive financial counseling to service members and their families on military installations, including budget planning, education, and referrals.

Bachelor's degree and 3+ years of counseling experience are required; DoD certifications may be needed. Candidates must be U.S. citizens, fluent in English (Spanish helpful per contract), and capable of completing security-clearance processes.

Qualifications

• 3+ years of financial counseling experience.
• Bachelor's degree required; associate degree plus 4 years experience or high school diploma plus 6 years experience may be considered in lieu of bachelor's.
• Must be a U.S. citizen and fluent in English; bilingual in English and Spanish if required by contract.

Responsibilities

• Provide personal financial counseling and management services to service members and their families.
• Assist with establishing spending plans for extended absences.
• Develop and distribute informational financial materials for service members and families.
• Coordinate and deliver Personal Financial Management classes/workshops across the military lifecycle.
• Respond to requests for age-appropriate classes or seminars.
• Utilize virtual counseling or electronic modes of communication as needed by DoD guidelines.
• Maintain DoD security compliance and participate in supervision and training.
• Perform other duties as assigned.

Skills

Financial counseling

Education

Bachelor's degree or higher

Associate degree + 4 years experience in lieu of bachelor's

Job description

Magellan Health, Inc. seeks a Personal Financial Counselor for Orlando, FL. The role provides comprehensive financial counseling to service members and their families on military installations, including budget planning, education, and referrals.

Bachelor's degree and 3+ years of counseling experience are required; DoD certifications may be needed. Candidates must be U.S. citizens, fluent in English (Spanish helpful per contract), and capable of completing security-clearance processes.