Military Personal Finance Counselor

Magellan Health, Inc.; Florida; On-site; USD 58,000 - 94,000; Full time

Job summary

Magellan Health, Inc. seeks a Personal Financial Counselor to deliver counseling and education to service members and their families at military installations.

You will provide one-on-one sessions, briefings, and referrals, working with DoD protocols and virtual counseling options as needed.

Applicants need a bachelor's degree, 3+ years of experience, citizenship, and AFC/CFP/ChFC certifications; salary range shown and benefits offered.

Qualifications

• 3+ years of financial counseling experience.
• Must be a U.S. citizen and speak fluent English.
• One of AFC, CFP, or ChFC certifications.

Responsibilities

• Provide personal financial counseling and management services to service members and their families.
• Assist service members in establishing a spending plan for extended absences.
• Develop and make available informational financial materials to service members and families.
• Coordinate, publicize and provide Personal Financial Management classes/workshops across installations.
• Respond to requests for age-appropriate classes or seminars.
• Utilize virtual counseling or other electronic modes of communication as needed.
• Manage duty to warn situations per DoD protocol.
• Communicate with leadership and participate in regular supervision and training.
• Participate in contract activities and other duties as assigned.

Skills

Financial Counseling

Education

Bachelor's degree

Job description

Magellan Health, Inc. seeks a Personal Financial Counselor to deliver counseling and education to service members and their families at military installations.

You will provide one-on-one sessions, briefings, and referrals, working with DoD protocols and virtual counseling options as needed.

Applicants need a bachelor's degree, 3+ years of experience, citizenship, and AFC/CFP/ChFC certifications; salary range shown and benefits offered.