Military Financial Wellness Advisor

magellanhealth; Spokane (WA); On-site; USD 58,000 - 94,000; Full time

Job summary

Magellan Health seeks a Personal Financial Counselor to serve service members and families at Spokane, WA military installations. You will deliver one-on-one counseling, plan budgets for deployments, and coordinate DoD-compliant financial workshops, including virtual options as needed.

Required: Bachelor’s degree (or equivalent), 3+ years in financial counseling, U.S. citizenship and fluent English; bilingual in English/Spanish a plus; AFC/CFP/ChFC certification and OCI clearance may be required.

Qualifications

• Bachelor's degree is required or an equivalent combination of education and experience.
• Minimum of 3+ years of financial counseling experience.
• U.S. citizen with fluent English is required; bilingual in English and Spanish is a plus.
• Must be able to pass Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI).
• One of the AFC, CFP, or ChFC certifications is required or in process.

Responsibilities

• Provide personal financial counseling to service members and their families at military installations, including one-on-one and group sessions.
• Develop spending plans for extended absences and for deployment cycles.
• Create and disseminate informational financial materials and coordinate DoD-aligned workshops.
• Conduct virtual counseling sessions when required and maintain documentation of services provided.

Skills

Financial counseling

Bilingual English/Spanish

Education

Bachelor's degree

Associate degree + 4 years experience

High school diploma + 6 years experience

Job description

Magellan Health seeks a Personal Financial Counselor to serve service members and families at Spokane, WA military installations. You will deliver one-on-one counseling, plan budgets for deployments, and coordinate DoD-compliant financial workshops, including virtual options as needed.

Required: Bachelor’s degree (or equivalent), 3+ years in financial counseling, U.S. citizenship and fluent English; bilingual in English/Spanish a plus; AFC/CFP/ChFC certification and OCI clearance may be required.