Military Financial Wellness Counselor

Magellan Health; Columbus (MS); On-site; USD 58,440 - 93,500; Full time

Benefits offered by this job

Comprehensive benefits package

Eligible for short-term incentives

Job summary

Magellan Health is seeking a Personal Financial Counselor to provide comprehensive financial services to military service members and their families. This role involves delivering one-on-one counseling, leading financial workshops, and assisting in financial planning.

Ideal candidates should have a Bachelor's degree and at least three years of financial counseling experience. Certification as an Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC) is required.

Qualifications

• Three or more years of financial counseling experience.
• Ability to obtain a favorable Tier-2 investigation clearance.
• Must hold at least one of the following certifications: AFC, CFP, or ChFC.

Responsibilities

• Deliver one-on-one financial counseling, briefings, presentations, and referrals.
• Assist service members in developing spending plans.
• Coordinate and lead Personal Financial Management classes/workshops.

Skills

Financial counseling experience

Bilingual in English and Spanish

Communication skills

Education

Bachelor’s degree required

Associate degree with 4 years experience

High-school diploma with 6 years experience

Job description

Magellan Health is seeking a Personal Financial Counselor to provide comprehensive financial services to military service members and their families. This role involves delivering one-on-one counseling, leading financial workshops, and assisting in financial planning.

Ideal candidates should have a Bachelor's degree and at least three years of financial counseling experience. Certification as an Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC) is required.