Military Financial Wellness Advisor (Virtual Counseling)

Magellan Health; Mountain View (CA); On-site; USD 58,000 - 94,000; Full time

Benefits offered by this job

Hospitalization benefits

Job summary

Magellan Health, Inc. seeks a Personal Financial Counselor to deliver counseling services at assigned military installations. The role includes one-on-one sessions, educational briefings, and referrals, ensuring DoD-compliant practices and collaboration with installation POCs.

Required: Bachelor's degree; 3+ years in financial counseling; U.S. citizenship and fluent English; bilingual English/Spanish if contract requires; AFC/CFP/ChFC certifications preferred; salary range $58,440–$93,500

Qualifications

• At least 3+ years of financial counseling experience.
• U.S. citizen and fluent English.
• May require bilingual English/Spanish per contract.
• Certification: AFC, CFP, or ChFC preferred.

Responsibilities

• Provide personal financial counseling to service members and families.
• Develop spending plans for extended absences and workshops.
• Create financial education materials and deliver classes.
• Coordinate with DoD POCs and other staff to meet installation needs.
• Utilize virtual counseling tools when required.

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, Inc. seeks a Personal Financial Counselor to deliver counseling services at assigned military installations. The role includes one-on-one sessions, educational briefings, and referrals, ensuring DoD-compliant practices and collaboration with installation POCs.

Required: Bachelor's degree; 3+ years in financial counseling; U.S. citizenship and fluent English; bilingual English/Spanish if contract requires; AFC/CFP/ChFC certifications preferred; salary range $58,440–$93,500