Military Financial Wellness Counselor

Magellan Health, Inc.

Havelock (NC)

On-site

USD 58,000 - 94,000

Full time

48 hours ago
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Job summary

Magellan Health in Havelock, NC seeks a Personal Financial Counselor to provide comprehensive financial counseling to service members and their families on military installations.

The role includes one-on-one counseling, group briefings, and educational materials, coordinating classes, and collaborating with installation leadership to ensure services stay within DoD guidelines and meet the installation's needs.

Qualifications

  • Bachelor's degree required.
  • 3+ years of financial counseling experience.
  • Must be a U.S. citizen and fluent English; bilingual in English and Spanish if required by contract.
  • Be able to obtain a Tier 2 background investigation.
  • AFC, CFP, or ChFC certification required.
  • Must pass Congressional Disclosures for Organizational Conflicts of Interest (OCI).

Responsibilities

  • Provide personal financial counseling and management services to service members and their families.
  • Develop and deliver informational financial materials and workshops.
  • Coordinate, publicize and provide a wide variety of Personal Financial Management classes/workshops.
  • Utilize virtual counseling or secure online communications as needed.
  • Respond to requests for age-appropriate classes or seminars.
  • Communicate with leadership and participate in supervision and program reviews.
  • All other duties as assigned.

Skills

Financial counseling
Fluent English

Education

Bachelor's degree

Job description

Magellan Health in Havelock, NC seeks a Personal Financial Counselor to provide comprehensive financial counseling to service members and their families on military installations.

The role includes one-on-one counseling, group briefings, and educational materials, coordinating classes, and collaborating with installation leadership to ensure services stay within DoD guidelines and meet the installation's needs.

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