Military Financial Wellness Counselor

Magellan Health; Augusta (MI); On-site; USD 58,000 - 94,000; Full time

Job summary

Magellan Health in Augusta, MI is seeking a Personal Financial Counselor to provide comprehensive financial counseling to service members and families on military installations, including budgeting, education, and referrals, with remote options as needed.

The role requires a bachelor’s degree (or combination), 3+ years in financial counseling, U.S. citizenship, fluent English, and AFC/CFP/ChFC certification; DoD suitability may be required.

Qualifications

• Minimum 3+ years of financial counseling experience.
• U.S. citizen and fluent English; bilingual in English and Spanish preferred.
• Bachelor's degree required; combinations may be considered.
• Certifications AFC, CFP, or ChFC required.

Responsibilities

• Provides personal financial counseling and management services directly to service members and their 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, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle.
• Responds to requests for age-appropriate classes or seminars.
• Manages duty to warn situations according to DoD protocol.
• Communicates with leadership and participates in regular supervision, sharing information regarding trends and issues.
• Participates in regular in-services/training, quality improvement committees or other contract activities as assigned/appropriate.
• All other duties as assigned.

Skills

Financial counseling

English fluency

Spanish bilingual

Education

Bachelor's degree

Job description

Magellan Health in Augusta, MI is seeking a Personal Financial Counselor to provide comprehensive financial counseling to service members and families on military installations, including budgeting, education, and referrals, with remote options as needed.

The role requires a bachelor’s degree (or combination), 3+ years in financial counseling, U.S. citizenship, fluent English, and AFC/CFP/ChFC certification; DoD suitability may be required.