Military Personal Finance Advisor

Magellan Federal

Jacksonville (FL)

On-site

USD 58,000 - 94,000

Full time

3 days ago
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Benefits offered by this job

Short-term incentives
Comprehensive benefits package
Health benefits
Life insurance

Job summary

Magellan Health in Jacksonville, FL seeks a Personal Financial Counselor to provide counseling and education to service members and their families on personal finances within DoD guidelines. You will deliver one-on-one counseling, group sessions, and informational materials to help manage money during deployments and transitions.

Requirements include a Bachelor's degree (or equivalent mix of education and experience), 3+ years in financial counseling, U.S.

Qualifications

  • Bachelor's degree required.
  • Associate degree plus 4 years' experience may be considered in lieu of Bachelor's.
  • High school diploma plus 6 years' experience may be considered in lieu of Bachelor's.
  • 3+ years of financial counseling experience.
  • Must be a U.S. citizen and fluent in English.
  • If required by the contract, must be bilingual in English and Spanish.

Responsibilities

  • Provide personal financial counseling and management services to service members and families.
  • Assist in establishing spending plans for extended absences.
  • Develop and distribute informational financial materials for service members and families.
  • Coordinate and provide Personal Financial Management classes/workshops.
  • Respond to requests for age-appropriate classes or seminars.

Skills

Financial counseling
Public speaking
English fluency
Bilingual English/Spanish

Education

Bachelor's degree
Associate degree + 4 years experience
High school diploma + 6 years experience

Job description

Magellan Health in Jacksonville, FL seeks a Personal Financial Counselor to provide counseling and education to service members and their families on personal finances within DoD guidelines. You will deliver one-on-one counseling, group sessions, and informational materials to help manage money during deployments and transitions.

Requirements include a Bachelor's degree (or equivalent mix of education and experience), 3+ years in financial counseling, U.S.

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