Military Financial Wellness Counselor

Magellan Health

Virginia (MN)

On-site

USD 58,000 - 94,000

Full time

13 days ago
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Benefits offered by this job

Comprehensive benefits package
Tobacco-free workplace

Job summary

Magellan Health is seeking a Personal Financial Counselor for assignment-ready coverage at military installations, including Northern Virginia. The role focuses on delivering comprehensive financial counseling, education, and resources to service members and their families, including budgeting for absences and delivering workshops across the military lifecycle.

The position requires a Bachelor's degree (or equivalent experience), 3+ years in financial counseling, DoD familiarity, and relevant

Qualifications

  • Bachelor's degree required.
  • May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor's degree.
  • May consider applicants with a high school diploma plus 6 years' experience in lieu of a bachelor's degree.
  • 3+ years of financial counseling experience.
  • Must be a U.S. citizen and speak fluent English.
  • If required by the contract, must be bilingual in English and Spanish.
  • Be able to obtain a favorably adjudicated Tier 2 investigation.
  • Must be able to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
  • Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

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.
  • Responds to requests for age-appropriate classes or seminars.
  • Utilizes virtual counseling and secure online communications as applicable.
  • Manages duty to warn situations per DoD protocol.
  • Communicates with leadership and participates in regular supervision.
  • Participates in regular in-services/training and contract activities.
  • All other duties as assigned.

Skills

Financial counseling

Education

Bachelor's degree

Job description

Magellan Health is seeking a Personal Financial Counselor for assignment-ready coverage at military installations, including Northern Virginia. The role focuses on delivering comprehensive financial counseling, education, and resources to service members and their families, including budgeting for absences and delivering workshops across the military lifecycle.

The position requires a Bachelor's degree (or equivalent experience), 3+ years in financial counseling, DoD familiarity, and relevant

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