Military Financial Wellness Advisor

Magellan Health; United States; Remote; USD 58,000 - 94,000; Full time

Job summary

Magellan Health is seeking a Personal Financial Counselor assigned to Carville, LA. The role provides counseling to service members and families, helps establish spending plans, and delivers DoD-aligned financial education programs.

Candidates should have 3+ years of financial counseling, a Bachelor's degree (or equivalent combination of education and experience), U.S. citizenship, fluent English, and may be bilingual in English and Spanish. Certifications AFC/CFP/ChFC preferred.

Qualifications

• 3+ years of financial counseling experience.
• Must be a U.S. citizen and speak fluent English.
• If required by contract, bilingual in English and Spanish.

Responsibilities

• Provides personal financial counseling and management services to service members and families.
• Assists service members in establishing a spending plan for extended absences.
• Develops and makes available informational financial materials to service members and families.
• Coordinates and provides Personal Financial Management classes/workshops across military lifecycle.
• Responds to requests for age-appropriate classes or seminars.
• Utilizes virtual counseling via web-based or video formats as needed.

Skills

Financial counseling

Spending plan development

Bilingual English/Spanish

US citizen

Fluent English

Education

Bachelor’s degree

Associate degree + 4 years experience

High school diploma + 6 years experience

Job description

Magellan Health is seeking a Personal Financial Counselor assigned to Carville, LA. The role provides counseling to service members and families, helps establish spending plans, and delivers DoD-aligned financial education programs.

Candidates should have 3+ years of financial counseling, a Bachelor's degree (or equivalent combination of education and experience), U.S. citizenship, fluent English, and may be bilingual in English and Spanish. Certifications AFC/CFP/ChFC preferred.