Military Personal Finance Counselor

Magellan Federal; Greenville (SC); On-site; USD 58,000 - 94,000; Full time

Benefits offered by this job

Health benefits

Incentives

Comprehensive benefits package

Job summary

Magellan Health, Inc. in Greenville, SC seeks a Personal Financial Counselor to deliver comprehensive financial counseling to service members and their families on military installations. Duties include one-on-one counseling, classes across the military lifecycle, and coordinating with DoD and installation points of contact.

The role requires 3+ years of experience, a Bachelor’s degree (or combination thereof), and certifications AFC/CFP/ChFC. U.S.

Qualifications

• Bachelor’s degree or equivalent combination of education and experience.
• 3+ years of financial counseling experience.
• Must be a U.S. citizen and fluent in English.
• Certifications AFC, CFP, or ChFC required or preferred.

Responsibilities

• Provide personal financial counseling and management services to service members and families.
• Develop spending plans for extended absences and conduct classes/workshops.
• Create informational financial materials and coordinate DoD-aligned curricula.
• Deliver virtual counseling when required and coordinate with installation POCs.

Skills

Financial counseling

Education

Bachelor's degree

Associate degree + 4 years experience

High school diploma + 6 years experience

AFC - Accredited Financial Counselor

CFP - Certified Financial Planner

ChFC - Chartered Financial Consultant

U.S. citizenship

Job description

Magellan Health, Inc. in Greenville, SC seeks a Personal Financial Counselor to deliver comprehensive financial counseling to service members and their families on military installations. Duties include one-on-one counseling, classes across the military lifecycle, and coordinating with DoD and installation points of contact.

The role requires 3+ years of experience, a Bachelor’s degree (or combination thereof), and certifications AFC/CFP/ChFC. U.S.