Military Financial Wellness Advisor

Magellan Health; Vienna (OH); On-site; USD 58,000 - 94,000; Full time

Job summary

Magellan Health seeks a Personal Financial Counselor to deliver one-on-one and group financial counseling at assigned military installations in the United States. Responsibilities include budgeting guidance, educational materials, and coordinating DoD-aligned workshops for service members and their families.

The role requires a Bachelor's degree, 3+ years in financial counseling, U.S. citizenship, fluent English, and relevant AFC/CFP/ChFC certifications.

Qualifications

• Bachelor's degree required.
• At least 3+ years of financial counseling experience.
• U.S. citizen and fluent in English.
• Bilingual in English and Spanish if contract requires.
• Must pass OCI and related security requirements.
• Must hold AFC, CFP, or ChFC certification.

Responsibilities

• Provide personal financial counseling and management services to service members and families.
• Assist in establishing spending plans for extended absences.
• Develop informational financial materials for service members and families.
• Coordinate and deliver personal financial management classes/workshops.
• Utilize virtual counseling tools as needed for remote support.
• Maintain DoD protocol for duty to warn situations.

Skills

Financial counseling

English fluency

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 deliver one-on-one and group financial counseling at assigned military installations in the United States. Responsibilities include budgeting guidance, educational materials, and coordinating DoD-aligned workshops for service members and their families.

The role requires a Bachelor's degree, 3+ years in financial counseling, U.S. citizenship, fluent English, and relevant AFC/CFP/ChFC certifications.